Staff Data by Program Staff Worked Report
By default, this report opens as a PDF. For sorting options and to view staff member names, export the report as a MS Excel (Data Only) CSV.
Description: This report displays information for visits conducted by staff members at a selected location over a seven-day period. The report displays the staff member’s details as well as the client’s name, date of service and the time of the visit.
Use: This report can be used to quickly review a staff member’s activity for a selected period or assess the larger work being performed by a location or payor.
Limitations: N/A
This report can be filtered by:
|
Field |
Description |
|---|---|
|
Company |
The selected company. |
|
Location |
The selected location. |
|
Admit Types |
The selected admission type. |
|
Payor |
The selected payor. |
|
Event Code |
The selected event code. |
|
Date |
The selected date.The report generates 7 days’ worth of data prior to the selected date. |
Each column of the report displays:
|
Field |
Description |
|---|---|
|
Staff |
The staff member’s name. |
|
Staff ID # |
The staff member’s ID number. |
|
Client |
The client’s name. |
|
Date of Service |
The date of the visit. |
|
Admission Type |
The admission type of the visit. |
|
Payor |
The payor associated with the visit. |
|
Event Code |
The event code of the visit. |
|
Hours Worked |
The total length of the visit. |
|
Is OT |
If the visit was overtime or not. |
