Sandata Agency Management 02-Client Profile Window

The Overview section displays basic information about a Client including address, admission type, physician name and emergency contacts.

Field	Description
Personal	Displays the Client’s name, phone number, current address and any additional relevant numbers or information.
Admission and Other Dates	Displays information about the Client’s admission and care dates.
Admission Manager	Displays information about the Client’s Admission Manager.
Physician	Displays information about the Client’s Physician.
Referrer Contact	Displays information about the Client’s referral contact.
Contacts	Displays information about any contacts associated with the Client.
Current Certification	Displays information about the Client’s current certification periodC
Referral Source	Displays information about where the Client was referred from.
Directions	Displays directions to the Client’s current address if needed.

02-Personal Section Closed

The Personal section allows users to edit any information specific to the Client. This includes a Client’s home address, a photograph, staff excluded from being assigned to the Client and specific attributes they may have such as languages spoken.

Name Area

The Name area of the Personal section allows users to edit a Client’s basic information.

Field	Description
Title	Use this drop down to select a Client’s title.
First Name	Use this field to edit the Client’s first name.
Middle Initial	Use this field to edit the Client’s middle initial.
Last Name	Use this field to edit the Client’s last name.
Suffix	Use this drop down to select a Client’s suffix.
Birthdate	Use this field to select the Client’s birthdate.
SSN	Use this field to edit the Client’s social security number.
Marital	Use this drop down to select the Client’s marital status.
Gender	Use this drop down to select the Client’s gender.
Language	Use this drop down to select the Client’s primary language.
Ethnicity	Use this drop down to select the Client’s ethnicity.
Religion	Use this drop down to select the Client’s religion.

Current Address Area Closed

The Current Address area of the Personal section allows users to edit a Client’s residential information. Multiple addresses can be entered and stored for each Client.

Field	Description
Name	Use this field to edit the Client’s name.
Address	Use this field to edit the Client’s street name and number.
Apt	Use this field to edit the Client’s apartment number.
City	Use this field to edit the Client’s city of residence.
State	Use this field to edit the Client’s state of residence.
Zip	Use this field to edit the Client’s zip code of residence.
County	Use this drop down to select the Client’s county of residence.
Region	Use this drop down to select the Client’s region of residence.
Type	Use this drop down to select the Client’s type of residence.
Evacuation Zone	Use this drop down to select the Client’s designated evacuation zone.
Home	Use this field to edit the Client’s home phone number.
Mobile	Use this field to edit the Client’s cell phone number.
Work	Use this field to edit the Client’s work phone number.
Fax	Use this field to edit the Client’s fax number.
GPS	Displays the GPS coordinates of the Client’s address.
Email	Use this field to edit the Client’s e-mail address.
Mobile	Select this checkbox to indicate that the Client’s cell phone number is their primary contact number.

Staff Excluded from Client Area Closed

The Staff Excluded from Client area of the Personal section displays all the relevant information for Clients who should not be assigned to a particular staff member. This can be for a variety of reasons such as the staff member owns a pet that a Client is allergic to.

Field	Description
Staff Name	Displays the staff member’s name.
Agency ID	Displays the Client’s alternate identification number.
Exclusion Type	Displays the exclusion type. A warning means that a Client/staff pairing can be overridden by an Administrator. A prevent means that a Client/staff pairing cannot be approved.
Reason for Exclusion	Displays the reason for the staff member’s exclusion.
Start Date	Displays the start date of the exclusion.
End Date	Displays the end date of the exclusion.

Exclusions Window Closed

The Exclusions window is used to select staff members to exclude from a Client.

Field	Description
Staff	Use this dropdown to select a staff member to be excluded.
Start Date	Use this field to choose the start date of the exclusion.
End Date	Use this field to choose the end date of the exclusion.
Agency ID	Use this field to enter the staff member’s Agency ID.
Exclusion Type	Use this dropdown to choose a type of exclusion.
Reasons for Exclusion	Use this field to edit the reasoning for excluding the Client.

Agency Designations Area Closed

The Agency Designations area of the Personal section displays information related to the Client’s preferences for critical services, including DNRs and Transportation assistance.

Field	Description
Disaster Lvl	Use this dropdown to indicate the Client’s priority level in case of a disaster.
DNR	Use this dropdown to indicate if the Client has a Do Not Resuscitate order.
DNR Date	Use this field to choose the date the DNR became effective.
Transportation Assistance Level	Use this dropdown to indicate at what level the Client may require transportation services.
Last Updated	Use this field to choose the date the transportation assistance level was last confirmed.
Other ID	Use this field to enter the Client’s agency assigned identification number.

Attributes Area Closed

The Attributes area of the Personal section displays any special traits that the Client may have. These can range from spoken languages to religious affiliations or living in a particular area.

Field	Description
Name	Displays the attribute name.
Properties	Displays the description of the attribute.
Req	Displays if the attribute is required.

Attribute Window Closed

The Attribute Window is used to add an attribute to a Client.

Field	Description
Attribute	Use this dropdown to select the attribute.
Property	Use this dropdown to select a category of the attribute.
Values	Use this field to add any extra information about the attribute.
Task Note	Click this button to open the task notes window associated with the attribute.
Delete	Click this button to delete the attribute.

Misc Area

The Misc area of the Personal section details additional Client information that may need to be referenced.

Field	Description
CAHPS Opt Out	Select this checkbox to indicate that the Client does not want their information shared outside of the agency.
Other Notes / Comments	Use this field to add any notes or comments that are relevant to the Client.

03-Contacts Section Closed

The Contacts section contains the information for contacts associated with a Client. These range from emergency contact to spouse or family member, to other.

Field	Description
	Displays the type of contact associated with the Client.
Name	Displays the name of the contact associated with the Client.
Home Phone	Displays the home phone number of the contact associated with the Client.
Mobile Phone	Displays the cell phone number of the contact associated with the Client.
Work Phone	Displays the work phone number of the contact associated with the Client.

03-Contacts Window Closed

The Contacts Window is used to add a contact to an associated Client.

Field	Description
Title	Use this dropdown to select the contact’s title.
First Name	Use this field to enter the contact’s first name.
Middle Initial	Use this field to enter the contact’s middle initial.
Last Name	Use this field to enter the contact’s last name.
Suffix	Use this dropdown to select the contact’s suffix.
Type	Use this dropdown to select the contact’s category.
Relation	Use this dropdown to select the contact’s relation to the Client.
Name	Use this field to enter the contact’s name.
Address	Use this field to enter the contact’s street name and number.
Apt	Use this field to enter the contact’s apartment number.
City	Use this field to enter the contact’s city.
State	Use this field to enter the contact’s state.
Zip	Use this field to enter the contact’s zip.
County	Use this field to enter the contact’s county.
Type	Use this dropdown to select the category of residence.
Evacuation Zone	Use this dropdown to select the contact’s designated evacuation zone.
Home	Use this field to enter the contact’s home phone number.
Mobile	Use this field to enter the contact’s cell phone number.
Work	Use this field to enter the contact’s work phone number.
Fax	Use this field to enter the contact’s fax number.
Email	Use this field to enter the contact’s e-mail address.
Mobile	Select this checkbox to indicate that the contact’s cell phone number is their primary number.

04-Medical Section Closed

The Medical section of the Client Profile window contains additional instructions for Client care when performing a visit or service.

05-Medications Section Closed

The Medications section contains all medicines from the system that have been added to a Client’s admission for quick referencing.

Field	Description
Name	Displays the name of the medicine.
Properties	Displays any specified traits of the medicine.
Began	Displays the date that the medicine can begin being given.
Ended	Displays the date that the medicine should be stopped.

Medication Window Closed

The Medication window is used to add a medication to a Client’s admission.

Field	Description
Name	Use this dropdown to select the medicine name.
Strength	Use this dropdown to select the strength of the dosage.
Dosage	Use this field and dropdown to select how much and how often the medicine is given.
Route	Use this dropdown to select the method of administering the medicine.
Frequency	Use this field to enter any notes or warnings about the frequency of the medicine.
PRN	Select this checkbox to indicate the medicine is to be used as needed.
Comments	Use this field to enter any comments about the medicine.
Classification	Use this dropdown to select the category of the medicine.
Began	Use this field to select the starting date that the medication was given.
Ends	Use this field to select the last date that the medicine should be given.

06-Documents Section Closed

The Documents section contains information about the Client’s associated ARIES documentation.

Field	Description
Name	Displays the name of the document.
%	Displays the percentage of the document that has been completed.
Status	Displays the status of the document.
Signed	Displays if the document was electronically signed.
Created	Displays the date the document was created.

06-Document Selector Window Closed

The Document Selector window is used to select ARIES documentation to be added to a Client’s admission.

Field	Description
Name	Use this field to select which type of document to attach to the Client Profile.

07-Directions Section Closed

The Directions section contains GPS and directional information for navigating to a client’s primary address.

Field	Description
Directions	Displays any notes or written directions to the Client’s primary address.
Google Maps	Click this button for the Google Maps view of the Client’s primary address.
Google Directions	Click this button for the Google Directions list to the Client’s primary address.

08-General Section Closed

The General section contains information related to the Client’s place of admission, services being received, authorizations and more.

Admission Ties and Dates Area Closed

The Admission Ties and Dates area of the General section contains information about the client’s admission including care dates and company information.

Field	Description
Company	Displays the name of the company the Client was admitted to.
Location	Displays the location that the Client was admitted to.
ROC	Use this field to change the Client’s resumption of care date.
SOC	Use this field to change the Client’s start of care date.
EOC	Use this field to change the Client’s end of care date.

Managers / Etc. Area Closed

The Managers/Etc. area of the General section contains information about the staff assigned to assist the Client.

Field	Description
Staff Manager	Displays the name of the Staff Manager.
Clinical Manager	Use this dropdown to select the Clinical Manager assigned to the Client.
Coordinator	Use this dropdown to select the Coordinator assigned to the Client.
MRN #	Use this field to enter the Client’s medical record number.
Marketer	Use this dropdown to select the Marketer assigned to the Client.
Team	Use this dropdown to select the team the Client is assigned to.
Admit Type	Click this button to change the Client’s admission type.

Services Area Closed

The Services area of the General section contains information related to which services the Client is receiving, when they began and for how long they are being received.

Field	Description
Code	Displays the service code.
Description	Displays the service description.
Began	Displays the service begin date.
Ended	Displays the service end date.
Clinical Integration	Displays the clinical indicator. The Clinical Indicator allows users to choose whether Santrax Agency Management or SPoC controls schedules for the selected service.
Effective Date	The effective date of the clinical integration.
Case Seq #	Displays the case sequence number.

Add a Service Window Closed

The Add a Service window is used to add a service to the Client Profile.

Field	Description
Service	Use this dropdown to select the service to be added.
Began	Use this field to select the date that service began.
Ended	Use this field to select the date that service ended or will end.
Case Seq #	Use this field to enter the case sequence number.

Referral Source Area Closed

The Referral Source area of the General section contains information about where the Client was referred from.

Referral Source Window Closed

The Referral Source Window is used to add a new referral source that can be selected in the client’s admission.

Field	Description
Referral	Use this field to enter the title of the referrer.
TIN	Use this field to enter the referrer’s tax identification number.
Ref. Type	Use this drop down to select the type of reference.
Contact	Use this field to enter the name of a contact person if referring from an office.
Name	Use this field to enter the referrer’s name.
Address	Use this field to enter the referrer’s address.
Apt	Use this field to enter the referrer’s apartment number.
City	Use this field to enter the referrer’s city.
State	Use this field to enter the referrer’s state.
Zip	Use this field to enter the referrer’s zip code.
County	Use this field to enter the referrer’s county.
Type	Use this drop down to select the type of address.
Evacuation Zone	Use this drop down to select the referrer’s designated evacuation zone.
Home	Use this field to enter the referrer’s home phone number.
Mobile	Use this field to enter the referrer’s mobile phone number.
Work	Use this field to enter the referrer’s work phone number.
Fax	Use this field to enter the referrer’s fax number.
Email	Use this field to enter the referrer’s e-mail address.
Mobile	Select this checkbox to indicate if the referrer’s mobile number is their primary number.

Physicians Area Closed

The Physicians area of the General section contains the names and contact information of Physicians assigned to the Client.

Field	Description
Primary	Use this dropdown to select the primary Physician.
Secondary	Use this dropdown to select the secondary Physician.
Certifying	Use this dropdown to select the certifying Physician.
Ordering	Use this dropdown to select the ordering Physician.

Add Physician Window Closed

The Add Physician window is used to create a new Physician entry that can be added to the Client’s admission.

Field	Description
Title	Use this dropdown to select the Physician’s title.
First Name	Use this field to enter the Physician’s first name.
Middle Initial	Use this field to enter the Physician’s middle initial.
Last Name	Use this field to enter the Physician’s last name.
Suffix	Use this dropdown to select the Physician’s suffix.
Org / Group	Use this field to enter the Physician’s organization or group.
License	Use this field to enter the Physician’s license number.
Expires	Use this field to select the date the Physician’s license expires.
UPIN	Use this field to enter the Physician’s unique Physician identification number.
API	Use this field to enter the Physician’s application program interface number.
NPI	Use this field to enter the Physician’s national provider identification number.
Active	Select this checkbox to indicate that the physician is active.
Name	Use this field to enter the Physician’s name.
Address	Use this field to enter the Physician’s street name and number.
Apt	Use this field to enter the Physician’s apartment number.
City	Use this field to enter the Physician’s city.
State	Use this field to enter the Physician’s state.
Zip	Use this field to enter the Physician’s zip.
County	Use this field to enter the Physician’s county.
Type	Use this dropdown to select the category of residence.
Evacuation Zone	Use this dropdown to select the Physician’s designated evacuation zone.
Home	Use this field to enter the Physician’s home phone number.
Mobile	Use this field to enter the Physician’s cell phone number.
Work	Use this field to enter the Physician’s work phone number.
Fax	Use this field to enter the Physician’s fax number.
Email	Use this field to enter the Physician’s e-mail address.
Mobile	Select this checkbox to indicate that the Physician’s cell phone number is their primary number.
This is a Clinic	Select this checkbox to indicate that the Physician’s address is a clinic or office.

Payors Area Closed

The Payors area of the General section contains information about the Client’s Payors and billing information.

Field	Description
_ (Number)	Displays the ranking of the Client’s Payor.
Payor	Displays the name of the Client’s Payor.
Customer No.	Displays the Client’s customer number.

Payor Information Window Closed

The Payor Information Window is used to add new Payer information to a Client’s admission.

General - Payor Information Window Closed

The General area of the Payor Information window contains basic information about the Payer including billing orders and rate plans.

Field	Description
Payor	Use this dropdown to select the Payer.
Rate Plan	Use this dropdown to select the Payer’s rate plan.
Rank	Use this dropdown to select the Payer’s ranking in the Client’s Payer list.
Send Bill To	Use this dropdown to select the Physician or office to send the invoice to. For private pay, this can be a family member or other contact.
Percent	Use this field to select the percentage of an invoice to bill to this Payer.

Numbers, Etc - Payor Information Window Closed

The Numbers, Etc. area of the Payor Information window contains identification information relevant to the Payer for invoicing the Client.

Field	Description
Cust. No.	Use this field to enter the Client’s customer number.
Medicaid ID	Use this field to enter the Client’s Medicaid identification number.
Group No	Use this field to enter the Client’s group number.
Referral No	Use this field to enter the Client’s referral number.
Begins	Use this field to select the date the Payer admission begins.
Ends	Use this field to select the date the Payer admission ends.

Options - Payer Information Window Closed

The Options area of the Payor Information window contains additional selections that can be made to indicate specific ways invoicing should be handled when billing the Client.

Field	Description
Capped Rates Transition to Next Payor	Select this checkbox to indicate that when the Client reaches their rate cap, the remaining balance transfers to the next Payer.
Suppress in Electronic File	Select this checkbox to prevent the Payer from being included in the electronic file of the primary Payer.
Responsible for Copay	Select this checkbox to indicate the Client is responsible for the copay.
Requires Pre-Denial	Select this checkbox to indicate that this Payer must be billed for denial prior to billing the Payer that the agency will receive payment from.
MSP Type	Use this dropdown to select the Client’s Medicare Secondary Payer.

Billing Rates - Payor Information Window Closed

The Billing Rates tab on the Payor Information window contains details about the rates associated with a service a Client is receiving that is being covered by the Payer.

Field	Description
Service	Use this dropdown to filter the billing rates by service.
Event Code	Use this dropdown to filter the billing rates by event code.
Type	Use this dropdown to filter the billing rates by type.
Active	Select this checkbox to filter the billing rates by active status.
Service	Use this dropdown to select the service.
Event	Use this dropdown to select the event code.
Shift	Use this dropdown to select the shift.
PSC	Use this field to enter the place of service code.
TSC	Use this field to enter the type of service code.
RevCode	Use this field to enter the revenue code.
HCPCS	Use this field to enter the Healthcare Common Procedure Coding System code.
Misc	Use this field to enter the miscellaneous code.
Modifiers	Use this field to enter the modifier code.
Type	Use this dropdown to select the type of service.
Week Rate	Use this field to enter the week rate.
Weekend Modifiers	Use this field to enter the weekend modifier rate.
Weekend Rate	Use this field to enter the weekend rate.
Holiday Rate	Use this field to enter the holiday date.
Overtime Billing	Use this field to enter the overtime rate.
Contract Type	Use this dropdown to select the contract type.
Contract Amount	Use this field to enter the contract amount.
Cap	Use this field to enter the amount cap.
Rank	Use this dropdown to select the service rank.
Effective Date	Use this field to select the effective date of the service.

Copay Rates - Payor Information Window Closed

The Copay Rates tab on the Payor Information window contains details about the rates associated with the copay for a service the Client is receiving.

Field	Description
Service	Use this dropdown to filter the copay rates by service.
Event Code	Use this dropdown to filter the copay rates by event code.
Type	Use this dropdown to filter the copay rates by type.
Active	Select this checkbox to filter the copay results by active status.
Service	Use this dropdown to select the service.
Event	Use this dropdown to select the event code.
Type	Use this dropdown to select the type of service.
Amount	Use this field to enter the copay rate amount.
Percent	Use this field to enter the percentage of the service that the copay covers.
Effective Date	Use this field to select the effective date of the copay rate for the service.

Payroll Rates - Payor Information Window Closed

The Payroll Rates tab on the Payor Information window contains details about the pay rates associated with a specific Client.

Field	Description
Service	Use this dropdown to filter the payroll rates by service.
Event Code	Use this dropdown to filter the payroll rates by event code.
Type	Use this dropdown to filter the payroll rates by type.
Active	Select this checkbox to filter the payroll rates by active status.
Service	Use this dropdown to select the service.
Event	Use this dropdown to select the event code.
Staff	Use this field to select the Staff Member. The Staff Member selected is provided the given rate.
Shift	Use this dropdown to select the shift.
Type	Use this dropdown to select the type of service.
Week Rate	Use this field to enter the week rate.
Weekend Rate	Use this field to enter the weekend rate.
Cap	Use this field to enter the amount cap.
Rank	Use this drop down to select the service rank.
Effective Date	Use this field to select the effective date of the service.

Authorizations - Payor Information Window Closed

The Authorizations tab on the Payor Information window contains details about the authorizations associated with the services the client is receiving.

Field	Description
Hide Outdated Auths	Select this checkbox to remove outdated authorizations from the authorizations list.
Hide Voided Auths	Select this checkbox to remove voided authorizations from the authorizations list.
Service	Displays the service code of the authorization.
Ref no.	Displays the reference number of the authorization.
Format	Displays the billing format of the authorization.
Max	Displays the maximum hours of service for the authorization. A zero indicates that there is no limit on the service.
Begin	Displays the beginning date of the authorization.
End	Displays the ending date of the authorization.

Misc Area

The Misc area of the General section contains details about live in assistance and other miscellaneous information associated with the Client.

Field	Description
Live In	Select this checkbox to indicate a Client requires a live-in aide.
Cluster	Select this checkbox to indicate three or more Clients are being seen together.
Mutual	Select this checkbox to indicate that two Clients are being seen at the same time. When selected, the Client box opens, and the second Client can be selected. This should be done on both Client profiles.
Equiv	Use this field to enter the equivalent hours of service a Client can receive in a week from their live-in aide.
Group #	Use this field to enter any additional identification numbers.
Client	Use this field to select the mutual Client sharing a residence.
In Collection	Select this checkbox to indicate that the Client has not paid outstanding invoice(s) and has been placed in collection status.

Authorizations Area Closed

The Authorizations area of the General section contains details about the Client’s authorizations for services.

Field	Description
Hide Outdated Auths	Select this checkbox to remove outdated authorizations from the authorizations list.
Hide Voided Auths	Select this checkbox to remove voided authorizations from the authorizations list.
Service	Displays the service code of the authorization.
Ref no.	Displays the reference number of the authorization.
Begin	Displays the beginning date of the authorization.
End	Displays the ending date of the authorization.
Source	Displays the Payer associated with the authorization.

Authorization Window Closed

The Authorization window is used to add new authorizations to the Client’s admission.

General - Authorization Window Closed

The General area of the Authorization window contains details about the service that the Client is receiving authorization for.

Field	Description
Service	Displays the code of the service being authorized.
Event Code	Displays the event code of the service being authorized.
Ref. No.	Displays the reference number of the authorization.
Format	Displays how the service is billed.
Voided	Select this checkbox to indicate the service has been voided.
Maximum	Displays the total number of hours the service can be billed for.
Used	Displays how many hours of service have been currently used.
Modifier	Displays any designated modifiers for the service.
Auth Diagnosis Code	Displays the diagnosis code of the authorization.

Date Range - Authorization Window Closed

The Date Range area of the Authorization window contains details about the date range over which the service is performed for the Client.

Field	Description
Begin	Displays the date that the authorization for service began.
End	Displays the date that the authorization for service ends.

Limitations - Authorization Window Closed

The Limitations area of the Authorization window contains details about how many units of a service can be performed each day.

Field	Description
Limit By	Use this dropdown to select the time range that is limited.
Sat	Displays the number of units that can be used on Saturday.
Sun	Displays the number of units that can be used on Sunday.
Mon	Displays the number of units that can be used on Monday.
Tue	Displays the number of units that can be used on Tuesday.
Wed	Displays the number of units that can be used on Wednesday.
Thu	Displays the number of units that can be used on Thursday.
Fri	Displays the number of units that can be used on Friday.
Sat	Displays between what times the visit must start on Saturday.
Sun	Displays between what times the visit must start on Sunday.
Mon	Displays between what times the visit must start on Monday.
Tue	Displays between what times the visit must start on Tuesday.
Wed	Displays between what times the visit must start on Wednesday.
Thu	Displays between what times the visit must start on Thursday.
Fri	Displays between what times the visit must start on Friday.

Other IDs Area Closed

The Other IDs area of the General Section contains details about other identification numbers that may be associated with the Client.

Field	Description
Entry #	Use this field to enter the Client’s entry number.
Case #	Use this field to enter the Client’s case number.
Team #	Use this field to enter the number of the team assigned to the Client.
Health Area	Use this field to enter the health area information / number.

Santrax Area Closed

The Santrax area of the General Section contains details about the Client’s associated visit verification information.

Field	Description
Enable Santrax	Select this checkbox to indicate that Santrax has been activated for the Client.
Exclude from EVV Compliance Reporting	Select this checkbox to indicate that this Client should not be included in the EVV Compliance Report.
Effective	Use this field to select the date that Santrax was enabled for the Client.
FVV Enabled	Select this checkbox to indicate that fixed visit verification has been enabled for the Client.
FVV Registration	Click this button to open the FVV Registration Wizard.
FVV registration number	Displays the Client’s fixed visit verification number.
Care Embrace Enabled	Displays if Care Embrace is enabled for the Client.
Registration Number	Displays the Client’s registration number.

10-Schedules Area Closed

The Schedules section contains details about visits that have been scheduled for the Client. This includes information about the assigned Staff Members, dates and times, and total hours.

Client / Admission Information Area Closed

The Client / Admission Information area of the Schedules section contains details about the Client including primary address, case numbers and phone numbers.

Field	Description
Addr	Displays the Client’s address.
Home	Displays the Client’s home phone number.
MRN #	Displays the Client’s medical record number.
Mobile	Displays the Client’s mobile phone number.
Entry	Displays the Client’s entry number.
Work	Displays the Client’s work phone number.
Case	Displays the Client’s case number.

Client Schedules Area Closed

The Client Schedules area of the Schedules section contains the filters used to search for and locate a Client’s schedules.

Field	Description
Date From	Use this field to select the starting date in the search range.
Date To	Use this field to select the ending date in the search range.
Show Confirmed Hrs Only	Select this checkbox to search for only confirmed hours.
Hide Cancelled Events	Select this checkbox to hide all cancelled schedules.
Show All Admissions	Select this checkbox to search all admissions.
Rejected Schedules	Select this checkbox to search for rejected schedules.
Show Client Calendar	Select this checkbox to show the client’s calendar.
Rejects Code	Use this field to search by the selected rejection code when viewing rejected schedules.

Search Results Area Closed

The Search Results area of the Schedules section contains all items that match the selected filters.

Field	Description
Weekly Authorized Hrs	Displays the Client’s weekly authorized hours.
Proposed Hrs	Displays the Client’s proposed hours.
Bill Hrs	Displays the Client’s current billable hours.
Pay Hrs	Displays the Client’s current paid hours.
Date	Displays the date of the schedule.
Staff	Displays the name of the Staff Member assigned to the schedule.
P/T	Displays a P for a Permanent schedule or T for a Temporary schedule.
Pos	Displays the position of the Staff Member.
Service	Displays the code of the service performed.
EC	Displays the event code of the service performed.
P/T	Displays a P for a Permanent schedule or T for a Temporary schedule.
INP	Displays the proposed visit call in time.
OUTP	Displays the proposed visit call out time.
P/T	Displays a P for a Permanent schedule or T for a Temporary schedule.
TZ	Displays the time zone of the visit.
HrsP	Displays the proposed length of the visit.
IN	Displays the actual visit call in time.
OUT	Displays the actual visit call out time.
Bill Hrs	Displays the billable hours for a visit.
Pay Hrs	Displays the paid hours for a visit.
Auth	Displays how many hours are authorized for the visit.
Supplies	Displays the value of any supplies used during the visit.
Status	Displays the current stats of the visit.
PRN	Displays that the schedule is PRN (as needed).
Comments	Displays any comments associated with the visit.
OT / ABS Hours	Displays any billed overtime amounts.
Reason Code	Displays the reason code.
Reject Code	Displays the rejection code.

When viewing a Client’s schedule history there are a number of right click options that can be used to make changes, view further information or update statuses.

11-Permanent Section Closed

The Permanent section contains details about the fixed schedules that have been created for a client.

Schedules Generated Through Area Closed

The Schedules Generated Through area of the Permanent section contains service events that are consistent across the week.

Field	Description
Generate Through	Use this field to select the date range of schedules to be generated.
Week	Displays the week number if there are alternating or more than one schedule.
Saturday	Displays the events taking place on Saturday.
Sunday	Displays the events taking place on Sunday.
Monday	Displays the events taking place on Monday.
Tuesday	Displays the events taking place on Tuesday.
Wednesday	Displays the events taking place on Wednesday.
Thursday	Displays the events taking place on Thursday.
Friday	Displays the events taking place on Friday.

The right click options on the Permanent section of the Client Profile can be used to simplify schedule building by managing templates, cloning and deleting weeks and making other updates as needed.

Schedule Details Area Closed

The Schedule Details area of the Permanent section contains information about events taking place on a given day.

Field	Description
Service	Use this drop down to select the service code.
Event Code	Displays the event code.
Shift Group	Use this drop down to select the shift group.
Time In	Use this field to enter the time in for the visit.
Time Out	Use this field to enter the time out for the visit.
Bill Type	Use this drop down to select the billing type.
Staff	Use this field to select the staff member assigned to the service.
Comments	Use this field to enter any notes or comments about the visit.
Miles	Use this field to enter the travel for the visit in miles.
Supplies	Use this field to enter the dollar amount of any supplies used during the visit.
Pay Type	Use this drop down to select the pay type.
TT Bill	Use this field to enter the travel time bill amount.
TT Pay	Use this field to enter the travel time pay amount.
Apply Changes	Click this button to apply any changes to the current event.
Cancel Changes	Click this button to cancel any changes made to the event.
Delete Template	Click this button to delete the event template.
Apply To All Templates	Click this button to apply the changes to all event templates.
Active	Select this checkbox to indicate that the event is active.

12-Compliance Section Closed

The Compliance section contains details about documents needed to maintain compliance for a client.

Field	Description
Show History	Select this checkbox to view all compliance documents for a client.
Show Non-Compliant Only	Select this checkbox to view only non-compliant documents.
Name	Displays the name of the document.
Value	Displays if the document is completed.
Effective	Displays the date that the document was completed on.
Renewal	Displays the date that the document must be renewed by.
Comment	Displays any notes or staff members associated with the document.

13-Plan of Care Section Closed

The Plan of Care section contains the client’s outlined Plan of Care, which includes all tasks that they need performed as well as the frequency of these events. While Plans of Care are usually set for a fixed period, they can be extended as required.

Field	Description
Hide Outdated	Select this check box to hide outdated plan of cares.
Service	Displays the type of service required.
Begin Date	Displays the starting date of the plan of care.
End Date	Displays the ending date of the plan of care.

Plan of Care Detail Window Closed

The Plan of Care Detail window is used to add information to a client’s plan of care to ensure they are receiving the correct care and services needed.

General - Plan of Care Detail Window Closed

The General section of the Plan of Care Detail window displays the basic plan of care information included the service type, the plan ID number, and the starting and ending date for the plan of care.

Field	Description
Service	Use this drop down to select the service type.
Plan ID	Use this field to enter the Plan ID.
Begin Date	Use this field to select the Plan of Care start date.
End Date	Use this field to select the Plan of Care end date.

Plan of Care - Plan of Care Detail Window Closed

The Plan of Care section on the Plan of Care Detail window displays the actual plan of care, including the tasks required, the frequency that they are performed, and any quick comments associated with a task.

Field	Description
Task	Use this field to select the task to be performed.
PRN	Select this check box to indicate the task should be performed as needed.
Days/Week	Use this field to enter the number of days or weeks the task should be performed for.
Sun	Select this check box to indicate that the task should be performed on Sundays.
Mon	Select this check box to indicate that the task should be performed on Mondays.
Tue	Select this check box to indicate that the task should be performed on Tuesdays.
Wed	Select this check box to indicate that the task should be performed on Wednesdays.
Thu	Select this check box to indicate that the task should be performed on Thursdays.
Fri	Select this check box to indicate that the task should be performed on Fridays.
Sat	Select this check box to indicate that the task should be performed on Saturdays.
Comment	Use this field to enter any comments associated with the task.

14-Goals Section Closed

The Goals section contains details associated with the client’s objectives for recovery. This can range from immediate goals such as eating solid food again after a procedure or longer-term aspirations like walking unassisted or being able to feed oneself.

Field	Description
Description	Displays the description of the goal.
End Date	Displays the targeted date to meet the goal by.

Goals Window Closed

The Goals window can be used to add, update, or remove a goal from a client's profile.

Field	Description
Service	Use this dropdown to select the service type.
End Date	Use this field to select the targeted date to meet the goal by.
Goal	Use this field to enter the goal that the client is working towards.

15-Invoices Section Closed

Invoices Area Closed

The Invoices section of the Invoices section contains details about any invoices associated with the client, regardless of status.

Field	Description
Date	Displays the day that the invoice was dated.
Client	Displays the client’s name.
Chart ID	Displays the client’s chart identification number.
Invoices	Displays the invoice number.
Items	Displays the number of items on the invoice.
Amount	Displays the amount of the invoice.
Balance	Displays the current balance of the invoice.
Status	Displays the status of the invoice.
Comments	Displays any notes attached to the invoice.

17-Diagnosis Section Closed

The Diagnosis section contains details about any diagnosed issues that a client may be experiencing or had in the past.

Field	Description
Rank	Displays the code ranking of the diagnosis.
Code	Displays the code number of the diagnosis.
Description	Displays the name of the issue being diagnosed.
Svr	Displays the severity of the issue.
Ex	Displays if the diagnosed issue was exacerbated.
Onset	Displays the date the issue began occurring.
Admitting Diagnosis	Displays if the issue was the reason for admission.

Client Diagnosis Detail Window Closed

The Client Diagnosis Detail Window is used to add or edit a diagnosis on a client’s profile.

Field	Description
Code	Use this field to enter the code of the issue.
Admitting Diagnosis	Select this checkbox to indicate that this is the reason for the client’s admission.
Description	Use this field to enter the name of the issue.
Onset	Use this field to select the date the issue began occurring.
Exacerbation	Select this checkbox to indicate if the issue was exacerbated.
Rank	Use this field to select the rank of the issue.
Severity	Use the slider to indicate the severity of the issue.
Version	Use this drop down to select the version of the ICD being referenced for diagnosis.

19-Episode Section Closed

The Episode section of the Client Profile screen contains information about a specific period during which a patient has been certified or authorized to receive care.

Diagnosis Area Closed

The Diagnosis area of a client episode contains information about the ailments a client was experiencing during the period.

Field	Description
Rank	Displays the code ranking of the diagnosis.
Code	Displays the code number of the diagnosis.
Description	Displays the name of the issue being diagnosed.
Svr	Displays the severity of the issue.
Ex	Displays if the diagnosed issue was exacerbated.
Onset	Displays the date the issue began occurring.
Admitting Diagnosis	Displays if the issue was the reason for admission.

Client Diagnosis Detail Window Closed

The Client Diagnosis Detail Window is used to add or edit a diagnosis on a client’s admission.

Field	Description
Code	Use this field to enter the code of the issue.
Admitting Diagnosis	Select this checkbox to indicate that this is the reason for the client’s admission.
Description	Use this field to enter the name of the issue.
Onset	Use this field to select the date the issue began occurring.
Exacerbation	Select this checkbox to indicate if the issue was exacerbated.
Rank	Use this field to select the rank of the issue.
Severity	Use the slider to indicate the severity of the issue.
Version	Use this drop down to select the version of the ICD being referenced for diagnosis.

Orders Area Closed

The Orders area of a client episode contains details about any adjustments that may have been made to a client’s plan of care.

Field	Description
Description	Displays the change in the client’s care.
Frequency	Displays how often the new change needs to be performed.
Effective	Displays the date the change begins.
End Date	Displays the date that the change should be performed until.

Goals Area Closed

The Goals area of the client episode contains details about objectives the client is working towards to improve their health or recovery.

Field	Description
Description	Displays the objective to improve recovery.
End Date	Displays the date the goal should be reached.

Oasis Assessment Area Closed

The Oasis Assessment area of the client episode contains any attached OASIS assessments.

Field	Description
Name	Displays the name of the attachment.
LUPA Threshold	Displays the Low Utilization Payment Adjustment threshold.
%	Displays the completion percentage of the OASIS.
Status	Displays the status of the attachment.
Signed	Displays if the assessment was signed electronically.
Created	Displays the date that the assessment was created.