Schedule Detail Screen

The Schedule Detail screen provides all information pertaining to an event, such as the name of the client, the assigned staff member, type of service, supplies, etc.

General Tab Closed

The General Tab contains the schedule and visit information for an event as well as additional details about the client and assigned staff member.

General Section Closed

The General section on the General tab on the Schedule Detail screen contains basic information about the service including the date, associated company, and location.

Field	Description
Date	Use this field to select the date of the schedule.
Service	Use this drop down to select the service being performed.
Company	Use this drop down to select the company associated with the schedule. This field may auto-populate and lock depending on the client.
Location	Use this drop down to select the client’s location.
PoS	Use this field to select the place of service for the schedule.
Shift Group	Use this drop down to select the shift this service takes place during. This is used when billing or payroll is different based on the time of day.
PoS Direction	Select this radial button to include directions to the service location.

Status Section Closed

The Status section of the General tab on the Schedule Detail screen contains information about the status of the schedule and any reason for cancellations.

Field	Description
Status	Use this drop down to select the status of the schedule.
Cancel	Use this field to select a reason code if the status of the schedule is Cancelled.

Times Section Closed

The Times section of the General Tab on the Schedule Detail screen contains information about the estimated and actual times a schedule occurred during.

Field	Description
Proposed	Use this field to enter the scheduled time for the visit to occur.
Santrax	This field is automatically filled by calls coming in from field staff. Santrax times are required and may need to be manually entered to confirm visits if missing.
Adjusted	These fields are used to calculate time adjustments based on rounding rules.
P/T	Use this field to select if the schedule was generated from a permanent or temporary template.

Associated Totals Section Closed

The Associated Totals section of the General Tab on the Schedule Detail screen contains information related to additional costs associated with a visit.

Field	Description
Carfare	Use this field to enter the amount reimbursed for carfare.
Miles	Use this field to enter the number of miles traveled to perform a visit.
TT Estimate	This field displays the estimated travel time to perform a visit. This only applies when automatic travel time is enabled.
TT Bill	Use this field to enter the billable number of miles traveled to perform a visit.
TT Pay	Use this field to enter the payable number of miles traveled to perform a visit.

Clients Section Closed

The Clients section of the Schedule Detail screen contains the client billing participant lines for clients receiving services during a schedule.

Field	Description
Bill As	Use this field to select the bill type to bill the visit.
Override	Select this check box to edit any of the automatically generated amounts. Using the Override check box supersedes any attempt by the system to affect this after the edit. This option should only be used if there is no other choice.
Event	Displays the event code of the visit.
Type	Displays the billing type of the service.
Quantity	Displays the billing quantity based on the bill type.
Rate	Displays the rate per quantity based on the bill type.
Bill Amt	Displays the total billable amount for the service or based on the bill quantity and rate.
Copay	Displays the copay associated with the service.
Status	Displays the billing status.

Staff Section Closed

The Staff section of the Schedule Detail screen contains the staff pay participant lines for the staff assigned visit.

Field	Description
P/T	Displays if the schedule is generated from a temporary or permanent template.
Pay As	Displays the unit type to pay for the visit.
Override	Select this check box to edit any of the automatically generated amounts.
Event	Displays the event code of the visit.
Type	Displays the billing type of the service.
Quantity	Displays the billable amount for the line.
Rate	Displays the rate per unit for the service.
Pay Amt	Displays the total payable amount for the service.
Copay	Displays the copay associated with the service.
Status	Displays the billing status.

Documents Tab Closed

The Documents tab on the Schedule Detail screen stores documents specific to a schedule.

Field	Description
Name	Displays the name of the document.
%	Displays the completion % of the document.
Status	Displays the status of the document.
Signed	Displays if the document has been signed.
Created	Displays the date the document was added to the schedule.

Supplies Tab Closed

The Supplies Tab on the Schedule Detail screen displays any supplies or materials needed for a visit.

Field	Description
Supply	Use this drop down to select the name of the supply.
Date	Use this field to enter the date the supply was used on.
Quantity	Use this field to enter the amount of the supply that was used.
Rate	Use this field to enter the cost of the supply.
Bill Amt	Use this field to enter the billable cost of the supply.
Bill Status	Use this field to enter the status of the supply’s bill.

Call Log Tab Closed

The Call Log Tab on the Schedule Detail screen displays calls associated with the schedule.

When a call is received, the phone number or Sandata Mobile Connect (SMC) indicator from which the in-call and out-call have been received is displayed.

Field	Description
Call From	Displays the number or SMC indicator that the schedule was called into from.
Call Time	Displays the date and time that the call occurred at.
Client	Displays the name of the client that the call came from, either via phone number or SMC indicator.
Staff	Displays the name of the staff member the call came from, either via phone number or SMC indicator.
Task	Displays the task numbers entered on the call or selected via SMC.
Assumed Call	Select this checkbox to indicate that this is a assumed call as part of the consecutive calling feature
Service	Displays the name of the service selected on the call if applicable. Most of the time service selection is not turned on on the phone lines or SMC.
Call Location	Displays the location the call occurred at.

Tasks Tab

The Tasks tab on the Schedule Detail screen displays duties a staff member has completed during a scheduled visit.

Field	Description
ID	Displays the task ID number.
Description	Displays the description of the task being performed.
Reading	Displays any reading required by the task, such as blood pressure or miles driven.
Status	Displays the status of the task.
Manual	Displays a * if the task was manually added to the visit by a staff member and not via call or SMC indicator.
Critical	Displays if the task is marked as critical and is required to complete the visit.

Late/Missed Visit Handling Tab Closed

The Late and Missed Visit Handling tab on the Schedule Detail Screen displays if the agency and the service provided is setup for Late and Missed Visit Handling. On this tab, missed visits can be made up, or explained why it was missed or late.

Status Section Closed

The Status section of the Late/Missed Visit Handling tab on the Schedule Detail screen contains basic information about how or if the visit is going to be made up.

Field	Description
This visit is late	Select this checkbox to indicate that the visit is behind schedule.
This visit is missed	Select this checkbox to indicate that the visit was missed.
This visit has been made up	Select this checkbox to indicate that the visit has been made up.
Made up by	Displays the name of the staff member who made up the visit.
This is a makeup visit	Select this checkbox to indicate that the visit is being made up.
Making up	Displays the name of the staff member who is making up the visit.

Reason Codes Section Closed

The Reason Code section of the Late/Missed Visit Handling tab on the Schedule Detail screen contains the reason codes for the visit being late or missed, as well as the follow up status.

Field	Description
Late/Missed Reason	Use this drop down to select the reason why the visit was late or missed.
Resolution Status	Use this drop down to select the how the late or missed visit was resolved.

Additional Options Section Closed

The Additional Options section of the Late/Missed Visit Handling tab on the Schedule Detail screen contains additional methods that can be used to resolve a late or missed visit.

Field	Description
Free consumed hours / units / visits for this missed visit	Select this check box to release any time taken up by a visit that missed without resolution.