Full Visit Review Export

Description

This report produces an excel spreadsheet that includes details for all visits that occurred within the selected date range. This includes all details about the visit including call in/call out times, exceptions, employee and client information and other data points. This report can be run for a maximum of 31 days.

Use

Use this export to access a complete, filterable record of all visits within the entered date range. It supports cross-payer, program, provider, employee, and client-level analysis for transparency and oversight. 

Fields and Columns

Parameters

Use the following fields to limit the report output to:

Field	Description
Date	limited to 31-day date range
Account	the selected account(s)
Payer	the selected payer(s)
Program	the selected program
Service	the selected service(s)
Client	Client by name (last name, first name) or Sandata client ID
Employee	employee by name (last name, first name) or Santrax ID

Report Output

Each column of the report displays:

Columns	Description
Visit Key	Sandata unique visit identifier
Visit Source	Sandata or Alt Vendor Name as applicable
Visit ID	the visit ID
Account Number	the provider agency's Sandata EVV account number
Account Name	the account name
Provider ID	the state assigned identifier for the provider (e.g. Provider Medicaid ID)
Client Name	the client’s name (Last, First MI)
Client ID	the client’s ID
Client Medicaid ID	the client's Medicaid ID
Client Primary Phone Number	the client’s primary phone number
Client Verified	indicates whether the client verified the service (YES/NO)
Supervisor	the name of the employee’s supervisor
Employee Name	the employee’s name (Last, First)
Santrax ID	the employee’s Santrax ID
Employee ID	the employee’s ID
Employee Phone Number	the employee’s phone number
Payer Name	the name of the payer
Payer	the payer code
Program	the abbreviation of the program
Service Name	the name of the service provided
HCPCS Code	the HCPCS (Healthcare Common Procedure Coding System) code associated with the service provided
Modifier 1	the HCPCS modifier, if applicable, associated with the HCPCS Code to further define the service provided
Modifier 2	the HCPCS modifier, if applicable, associated with the HCPCS Code to further define the service provided
Modifier 3	the HCPCS modifier, if applicable, associated with the HCPCS Code to further define the service provided
Modifier 4	the HCPCS modifier, if applicable, associated with the HCPCS Code to further define the service provided
Visit Date	the date of the visit
Visit Received	the date the visit was received (if Alt EVV, date the visit was last received by the Aggregator)
Visit Time Zone	the time zone where the visit occurred
Scheduled Time In	the scheduled start date and time of the visit
Scheduled Time Out	the scheduled end date and time of the visit
Scheduled Hours	the total scheduled time of the visit
Call In	the date and time the call in was received
Call In Type	the call type used to place the call in (TVV, MVV, or Manual)
Call In Location	the location of the in call (Home or Community)
In Call Latitude	the latitude of the location the call in was made from. This value only displays for visits captured by a mobile device.
In Call Longitude	the longitude of the location the call in was made from. This value only displays for visits captured by a mobile device.
Call Out	the date and time the call out was received
Call Out Type	the call type used to place the call out (TVV, MVV, or Manual)
Out Call Location	the location of the out call (Home or Community)
Out Call Latitude	the latitude of the location the call out was made from. This value only displays for visits captured by a mobile device.
Out Call Longitude	the longitude of the location the call out was made from. This value only displays for visits captured by a mobile device.
Call Hours	the total time of the visit, in hours
Adjusted In	the adjusted start date and time of the visit
Adjusted Out	the adjusted end date and time of the visit
Adjusted Hours	the total duration of the visit based on adjusted call times, in hours
Task(s)	the tasks recorded for the visit, if applicable
Bill Hours	the total billable time for the visit, in hours
Visit Status	the status of the visit (Verified, Incomplete, etc.)
Do Not Bill	indicates whether “Do Not Bill” was selected for this visit (Y/N)
Units	the total billable units for the related visit, if applicable
Exceptions with Types	the exceptions in visit review and the type of exception (fix, info)
Group Visit Code	the group visit coded associated with the visit, if applicable
Memo	the memo recorded for the visit, if any
Visit Note	the visit note recorded for the visit, if any
Unknown Visit Detail	Missing Visit Detail
Offline Visit	Indicates whether this visit recorded offline (Yes/No/N/A)
Client Verified Time	indicates whether the client verified the time of the visit (Yes/No)
Client Verified Service	indicates whether the client verified the service rendered (Yes/No)
Client Signature	indicates if a signature was recorded for this client for the visit (Yes/No)
Reason Codes Description	all reason codes and descriptions associated with the visit
Reason Codes Notes	all reason code notes associated with the visit (formatted as: Reason Code-Reason Note, Reason Code-Reason Note)
Last Updated Date	last date and time visit was updated
Last Updated Datetime CV	last date and time visit was successfully returned via claims validation

Sample Report

Full Visit Review Export - Sample