Sandata Agency Management 20-Value Items Window

The Value Items window is used to create, assign, and manage choices for various features in different modules in the system.

To access the Value Items window, select Value Items under Admin>System Setup>Value Items).

Types of Value Items Closed

General

Value Items created in the General section of the Value Items window are used in multiple locations throughout the system. These items are associated with choosing options such as language, address type, or title.

Field	Description
Value	Use this field to enter the value item identification code.
Name	Use this field to enter the value item’s name.
Default	Select this checkbox to indicate that this item is the default value.
Active	Select this checkbox to indicate that the item is active.
Import Code	Use this field to enter the associated import code.
Third Party ID	Use this field to enter the associated third-party identification code.
Staff Declined	Select this checkbox to indicate that the staff declined to complete or provide the associated item.
Third Party Referral Mapping	Use this field to select the option for Third Party Referral Mapping.
Google Maps Mode of Travel	Use this field to select the mode of travel the system uses when calculating distance in Google maps.

Chart

Value Items created in the Chart section of the Value Items window are used in the Chart section of the Client’s Admission. These items are associated with choosing options such as Client status, DNR status, or emergency contacts.

Field	Description
Value	Use this field to enter the value item identification code.
Name	Use this field to enter the value item’s name.
Color	Use this field to enter the color associated with the value item status.
Default	Select this checkbox to indicate that this is the default value item option.
Active	Select this checkbox to indicate that this value item is active.
Third Party Discharge Mapping	Use this field to select the option for Third Party Referral Mapping.

Medication

Value Items created in the Medication section of the Value Items window are used in multiple locations in the system. These items are associated with choosing options such as dosage, or method of administration.

Field	Description
Value	Use this field to enter the value item identification code.
Name	Use this field to enter the value item name.
Default	Select this checkbox to indicate that this is the default value item option.
Active	Select this checkbox to indicate that this value item is active.

Staff

Value Items created in the Staff section of the Value Items window are used in in the various modules associated with staff such as Training or Staff Profiles. These items are associated with choosing options such as status, compliance, and referrals.

Field	Description
Value	Use this field to enter the value item’s identification code.
Name	Use this field to enter the value item’s name.
Default	Select this checkbox to indicate that the value item is the default option.
Active	Select this checkbox to indicate that the value item is active.
Color	Use this field to enter the color associated with the value item status.
Address	Use this field to enter an address.
Address2	Use this field to enter a second address line as needed.
City	Use this field to enter a city.
State	Use this field to enter a state.
Zip	Use this field to enter a zip code.
City or State	Use this field to indicate that the associated value item applies to a city or state.

Scheduling

Value Items created in the Scheduling section of the Value Items window are used in the various modules associated with scheduling. These items are associated with choosing options such as reasons, event codes or shifts.

Field	Description
Value	Use this field to enter the value item’s identification code.
Name	Use this field to enter the value item’s name.
Default	Select this checkbox to indicate that the value item is the default option.
Active	Select this checkbox to indicate that the value item is active.
Client	Select this checkbox to indicate that the value item is associated with a Client.
Staff	Select this checkbox to indicate that the value item is associated with a Staff Member.
Agency	Select this checkbox to indicate that the value item is associated with an agency.
Payor	Select this checkbox to indicate that the value item is associated with a Payer.
Export Code	Use this field to select the code associated with exporting the value item.
Notes Required	Select this checkbox to indicate that the associated value item requires notes be added to it.
Task Note	Select this checkbox to indicate that the value item has an associated task note attached to it.
Reason	Use this field to enter the reason associated with the value item.
Billable	Select this checkbox to indicate that the value item is a billable event.
Payable	Select this checkbox to indicate that the value item is a payable event.
Pay Code	Use this field to enter the pay code associated with the value item.
Adj/Ded	Select this checkbox to indicate that the value item can be adjusted or deducted from.
Special	Use this field to enter any special codes associated with the value item.
Options	Use this field to enter any options associated with the value item.
Dept Code	Use this field to enter any department codes associated with the value item.
Color	Use this field to enter the color associated with the value item status.
Address	Use this field to enter an address.
Address2	Use this field to enter a second address line if needed.
City	Use this field to enter a city.
State	Use this field to enter a state.
Zip	Use this field to enter a zip code.
Third Party ID	Use this field to enter the associated third-party identification code.
Bill Default	Select this checkbox to indicate that this value item is the default bill type.
Pay Default	Select this checkbox to indicate that this value item is the default pay type.
OT/ABS	Use this field to select the overtime or absence code associated with the value item.
Cancellation	Select this checkbox to indicate that the associated value item is cancelable.
Teams	Use this field to enter the team associated with the value item.

Billing

Value Items created in the Billing section of the Value Items window are used in the various modules associated with billing. These items are associated with choosing options such as invoice statuses, billing codes or banks.

Field	Description
Value	Use this field to enter the value item’s identification code.
Name	Use this field to enter the value item’s name.
Default	Select this checkbox to indicate that the value item is the default option.
Active	Select this checkbox to indicate that the value item is active.
Account No.	Use this field to enter an account number associated with the value item.
Type	Use this field to enter the type associated with the value item.
Color	Use this field to enter the color associated with the value item status.
Adj	Select this checkbox to indicate that the value item is adjustable.
Epi	Select this checkbox to indicate that the value item is associated with an episode.
Account Cash	Select this checkbox to indicate that the value item is associated with account cash.

Payroll

Value Items created in the Payroll section of the Value Items window are used in the various modules associated with payroll. These items are associated with choosing options such as holiday earning codes or rates.

Field	Description
Value	Use this field to enter the value item’s identification code.
Name	Use this field to enter the value item’s name.
Default	Select this checkbox to indicate that the value item is the default option.

Add a New Value Item Closed

To add a new value item:

Go to the Value Items window under Admin > System Setup > Value Items.
Select the section to add the value item.
Select Add.
Complete the fields to enter value item information as needed.
Select the Save button.

It is recommended that the Value ID does not exceed three characters, otherwise it might not be displayed in its entirety.

Edit a Value Item Closed

To make changes or update a value item:

Go to the Value Items window under Admin > System Setup > Value Items.
Select the section with the value item.
Edit the value item information as needed.
Select the Save button.

Delete a Value Item Closed

To remove an invalid or out of date value item:

Go to the Value Items window under Admin > System Setup > Value Items.
Select the section with the value item.
Select the value item.
Select Delete.
Select the Yes button.
Next, select the Save button.