Santrax Maintenance Screen

Santrax Maintenance is a tool for users to view and monitor call data as well as resolving exceptions on the visits., to ensure visits are being performed correctly.

To access the Santrax Maintenance screen, go to Main Menu > Scheduling > Santrax > Maintenance.

The Search Filters at the top of the screen allow you to narrow the Results List to meet specific criteria.

Field	Description
Client	Use this field to filter schedules by the client’s admissions.
Admission	Use this field to filter schedules by a client’s specific admission.
Staff	Use this field to filter schedules by staff.
Company	Use this field to filter schedules by company.
Location	Use this field to filter schedules by location.
Admit Type	Use this field to filter schedules by admit type.
Team	Use this field to filter schedules by team.
Region	Use this filter to search for schedules by region.
Exception	Use this filter to search for schedules by exception.
Payor #	Use this filter to search for schedules by payer number.
Call Type	Use this field to filter schedules by call type.
Client ID	Use this field to filter schedules by client id number.
Staff ID	Use this field to filter schedules by staff id number.
Coordinator	Use this field to filter schedules by coordinator.
Position	Use this field to filter schedules by staff position.
Service	Use this field to filter schedules by service.
Event	Use this field to filter schedules by event code.
Status	Use this field to filter schedules by visit status.
MRN #	Use this field to filter schedules by medical record number.
Date From	Use this field to filter schedules in a range, beginning with this date.
Date To	Use this field to filter schedules in a range, ending with this date.
Time Range	Use this filter to search for schedules during this time range.
Hide Cancelled Events	Select this check box to hide schedules with cancelled events.
Only Events With Calls	Select this check box to filter for only visits with call data attached.
Only Exceptions	Select this check box to filter for only schedules with exceptions.
Santrax Clients Only	Select this check box to filter for only schedules with Santrax clients.
Auto Update Schedules	Select this check box to filter for schedules that were automatically updated by the system.
Hide Prior Day Visits	Select this check box to hide prior day visits.Visits that began overnight are not excluded.
Exclude Unknown Clients	Select this check box to exclude unknown client visits.These are visits where the system was not able to attach the calls to a client.
EVV Check In	Select this check box to filter for schedules by EVV Check In time.
EVV Check Out	Select this check box to filter schedules by EVV Check Out time.

The Results List displays a list of schedules that match the criteria selected in the Search Filters.

Field	Description
O	Displays various icons that apply to the visit, such as Mobile call, Verification Data, Overnight Visit, etc.
Date	Displays the date of the schedule.
Coord	Displays the coordinator associated with the schedule.
Client	Displays the client associated with the schedule.
Service	Displays the service associated with the schedule.
Staff	Displays the staff member associated with the schedule.
Pos	Displays the staff position for the associated schedule.
Sch Start	Displays the proposed scheduled start time.
Sch End	Displays the proposed scheduled end time.
TZ	Displays the time zone of the calls if not the same as the default time zone.
Sch Hrs	Displays the total proposed hours for the event.
Call Start	Displays the call start time.
Call End	Displays the call end time.
Act Hrs	Displays the call length based on the call times.
Bill Hrs	Displays for the billable hours for the visit.
Pay Hrs	Displays the payable hours for the visit.
Auth	Displays an icon when an auth is attached to this visit.N=limit by none, D=day, M=Month, W=Week, Y=year
Tasks	Displays the number of tasks on the visit
P -> A (Proposed to Actual)	Select this check box to adjust the bill and pay hours to match the proposed hours.
Ovrd (Override)	Select this check box to indicate a manual confirmation with the displayed values will be needed.
Sup	Displays the total number of supplies on the visit.
Memo	Displays the comments associated with the visit.
Exceptions	Displays any exceptions associated with the visit