Sandata Date Range Reports

This report displays all visits for the selected date range and shows how they were confirmed (manually or automatically), including details about any manual edits made to the visit. This shows visit verification activity details to enhance program compliance. To minimize manual editing, auto-verified visits are preferred. This improves visit capture and reduces provider agency workload.

Use the following fields to limit the report output:

Each column of the report displays:

Sample Report

This report shows all verified visits, without exceptions for the selected date range, sorted by client, with one client per page for the selected date range. The report provides visit hour sub-totals by date and client and basic visit information including:

• Visit date

• Employee's Santrax ID

• Employee's name

• Number of visits

• Visit start and end time, and visit hours.

Use this report to review visit hours and information by client.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

This report displays the number of hours worked per employee, by agency, for the selected week. This report is intended to help users understand the total amount of hours being worked per agency and review the total number of employees and the average hours worked, per employee. The information can be compared across agencies in order to identify discrepancies and trends.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

The Daily Units Report displays a summary of units for clients by date of service, within a date range. Use this report to view the total hours and units by client visits over a date range of 1 to 31 days.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

This report shows visit activity for each employee, with each employee’s information displayed on its own page. The Employee Activity Report displays information about visits performed by the employee for the selected date range. The maximum date range of this report is 31 days. Use this report to review visit activity by employee. The report shows the detailed employee visit history. It can be used to monitor employee trends for late visits and tasks being performed. Times shown for the visit are based on the final visit times, using actual times or adjusted times if any adjustments occurred.

Use the following fields to limit the report output:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays the following information:

Tasks repeat as many times as needed to display all tasks entered for the visit. Each column of the report displays the following information:

Sample Report

The EVV Compliance Report displays a summary view of visits within a date range, by start and end times, and lists the client and employee for each visit. The type of visit verification, such as manual or auto -verified displays for each visit. Use this report to view EVV Compliance by Visit Verification Type.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

This report shows an expanded view of all visits for the selected date range. The Expanded Visit Summary By Employee Report is broken out by employee, with each change in employee starting a new page. The visit dates, start/end times and other general information about the employee’s visits are included. The maximum date range for this report is 730 days. Use this report to review all employee activity to support payroll and understand how many hours specific employees are working.

Use the following fields to limit the report output:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays the following information:

Sample Report

The Hours Worked Summary Report shows a summary view of all hours worked by employees for the selected date range. The maximum date range for this report is 31 days. This report can be used by an agency to review the amount of time being spent by field staff on visits. The report can help payers review how much times agencies are spending on visits on average. This report is limited to verified or processed visits and does not include visits which are still in process or that are flagged with exceptions.

Use the following fields to limit the report output:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays the following information:

Sample Report

This report details the various informational exceptions found in Visit Maintenance and lists each exception type by page. A reason code legend can be found at the end of the report. Use this report to see visits that have informational exceptions by a specified date range.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

The Observation Question Report displays the details of the responses provided to observation questions entered using Sandata Mobile Connect. The report is separated out with each client receiving their own page. It displays the date of the visit, the employee who performed the visit, and the observation questions and responses recorded during the visit. Each question is displayed in a separate column. Use this report to assist in understanding responses to observation questions over time. This information can assist in monitoring trends and reviewing how different employees answer the same question. This ability to track trends increases the value of the collected observation information.

Use the following fields to limit the report output:

Reports are grouped by the fields below. Each change in these fields results in a page break.

Each column of the report displays the following information:

Sample Report

This report shows a summary view of payroll information, sorted by employee. The report is broken out by employee with each change in employee starting a new page. The report includes the number of visits performed by the employee, basic visit information and payable hours in decimal and fractional numbers. Use this report to review payroll information by employee. The Payroll Summary By Employee Report can be compared to actual payroll or exported to support payroll operations as necessary.

Use the following fields to limit the report output to:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays the following information:

Sample Report

This report shows the plan of care requirements and if they were over or under served during a specific date range, grouped by client. The report displays the client’s identification information, the plan of care details, and if the plan of care conditions were met. The maximum date range for this report is 31 days. This report allows users to compare the planned activities (plan of care) to the actual tasks logged for each visit during selected date range. If more tasks were performed than scheduled, Over displays in the last column. If less tasks were performed than scheduled, Under displays in the last column. This report allows agency and payer users to view overall client care and identify gaps occurring within the visits. Poor plan of care compliance could mean poor outcomes for a client and would need to be investigated to determine if the plan of care needs to be updated, the caregiver needs to understand the activities that need to happen or if other action is needed.

Use the following fields to limit the report output to:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays the following information:

Sample Report

This report shows all schedules for a selected date range. The report is grouped by employee with each employee receiving their own page for easy distribution. The report displays the field staff and client’s name and identification information as well as the visit information. The maximum date range for this report is 31 days. Use this report to review and verify employee schedules for a selected date range. This report can be provided in hard copy (or PDF) to the employee so they have information about upcoming schedules. This allows to review upcoming activity and make any changes before the visit.

Use the following fields to limit the report output to:

Reports are grouped by the following fields. Each change in these fields results in a page break

Each column of the report displays the following information:

Sample Report

This report is a summary view of the status of all visits, based on the selected date range and parameters. The results are sorted by the amount of time each visit has remained in the same status.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

This report shows the verified hours for paying field staff for a selected date range. The report displays a list of all verified visits performed by a field staff including the client names, visit information and billable amounts, sorted by employee name. The maximum date range for this report is 31 days. Use this report to review verified hours when processing payroll for field staff or to compare actual payroll hours shown for a current or upcoming pay period. Only visits with a status of Verified or Processed display on this report. Bill and pay hours may be the same or different, depending on any adjustments made or rounding rules applied.

Use the following fields to limit the report output to:

Each column of the report displays:

Sample Report

This report displays verification statistics for each provider agency for the selected date range. This report allows users to compare the number of automatically verified visits versus manually confirmed visits across agencies. The results include all visits. This report displays cross agency visit verification trends, which provides an overview of the overall program compliance. To minimize manual editing, auto-verified visits are preferred. This improves visit capture and reduces provider agency workload.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

This report displays visit information and detailed task data, including any collected readings for the account, over a selected date range. The report consolidates activity by client showing the employee and tasks for each visit. The maximum date range for this report is 31 days. Use this report to review visit and task activity over a selected date range for a given client. This can assist users in reviewing visit and task history.

Use the following fields to limit the report output:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays:

Sample Report

This report displays a detailed view of the hours worked by each employee for each agency, daily and weekly. This report allows users to view the total hours being worked per employee and should be used with the Summary version for analysis. This information can be compared across agencies to locate discrepancies and trends. Users can also review this report to identify workers who may be working more than a given number of hours per day or week.

Use the following fields to limit the report output:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays:

Sample Report

This report is a detailed view of all visits based on the selected date range and parameters. The report groups the client and employee information pertaining to the visit with the visit details such as, exceptions, services, date, time and the actual/adjusted call-in and call-out times. Use this report to review a detailed overview of all visits within a selected date range.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

This report shows a log of all visit activity for employees. The report displays information about the visit, employee and client. Each payer receives its own page. The maximum date range for this report is 31 days. Use this report to view detailed information about the visit. This report includes standard visit information, as well as the status of the visit, the location of the visit, any visit notes entered using a mobile device and tasks. This report can be exported to excel to allow for sorting and filtering. Schedules are not shown on this report.

Use the following fields to limit the report output:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays the following information:

Sample Report

This report shows an expanded summary of all visits for the selected date range. The report is broken out by client, with each change in client starting a new page. The visit dates, start/end times and other general information about the client’s visits are included. The maximum date range of this report is 730 days. Subtotals are listed by date. Use this report to review visit activity for clients over a selected date range. This report allows users to view client activity across all workers. The report can be used to support billing when there are rollups by member and date.

Use the following fields to limit the report output:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays the following information:

Sample Report

This report produces a comma separated file or an excel spreadsheet that includes details for all visits that occurred within the selected date range. This includes all details about the visit including call in/call out times, exceptions, employee and client information and other data points. If specific data items are not collected by the program, that field will be blank on the report output. This report can be run for a maximum of 31 days. Use this export to create an easily sortable list of all visits that occurred within the selected date range. This information can also be used to populate a third-party data store including agency management systems, payroll systems and/or a data warehouse.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

This report shows visit activity for clients for a selected date range, with each client on their own page. The report displays scheduled versus actual hours, tasks, services and information about the employee who performed the visit. The maximum date range for this report is 31 days. Use this report to review visit activity by client and compare scheduled times to actual times. This report shows the services being provided to specific clients over the course of the month. Tasks performed are displayed to show the specific activities being provided to the client.

Use the following fields to limit the report output:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays the following information:

Totals

Sample Report

This report displays a listing of all late or missed visits that occurred within the selected date rate. The report shows whether the visit was late (the call in was received after the scheduled start time) or missed (no call in was received for the schedule). The report includes general information about the visit, including client and employee information. The scheduled start, actual and adjusted start times are also shown on this report as well as whether or not the visit was rescheduled.

Use this report to gauge an agencies schedule compliance. This report allows users to track both late and missed visits to ensure clients received care as scheduled. Users can also review actual recorded times versus the adjusted times entered to assist in determining if visits are regularly being adjusted to match the scheduled times.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

This report shows a summary view of payroll information, sorted by client. The report is broken out by client with each change in client starting a new page. The report includes the number of visits performed for the client, basic visit information and payable hours in decimal and fractional formats. Use this report to review payroll information by client. This report is used to understand the impact of specific clients on overall agency payroll.

Use the following fields to limit the report output:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays the following information:

Sample Report

This report shows the summarized plan of care for visits scheduled during a selected date range. The maximum date range for this report is 730 days. Use this report to review the plan of care for visits scheduled during the selected date range. This report allows users to see when each Plan of Care expires (the end date) for each client and service. The report also shows the days per week and hours per day to help agency staff ensure visits are scheduled appropriately.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

This report shows all schedules for a selected date range. The report is grouped by client with each client receiving their own page. The report displays the employee and client’s name and identification information as well as the visit information. The maximum date range on this report is 31 days.

Use this report to review and verify client schedules for a selected date range. Users can print this report for a client or client designee review all upcoming schedules.

Use the following fields to limit the report output:

Reports are grouped by the following fields. Each change in these fields results in a page break.

Each column of the report displays the following information:

Sample Report

The Service Types Report is a view of the services provided to a client over a selected date range. It includes the employee who provided the service and the visit dates and times. Use this report to review the services provided to a particular client over a date range of 1 to 7 days.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

This report shows all unresolved late and missed visits taking place for a selected date range. The report displays the client and field staff’s name and identification information. The report also displays the scheduled start time of the visit and if the call in was received after the scheduled start time. This report uses data from the schedule. For values to display in the late minutes column, the account must be configured to use the Late In Call exception and the threshold for a late call in must be defined as a parameter in the system. The maximum date range for this report is 7 days.

Use this report to review any visits marked as late or missed. The report can be used with the Contingency Plan feature to review which visits require attention. It can also be used to view visits that are either late or missed, over a selected date range. This information allows users to identify trends for specific clients or employees.

Use the following fields to limit the report output:

Each column of the report displays the following information:

Sample Report

This report shows the percentage of calls captured by a method of visit verification used by an agency for a date range. The report displays the number of calls and what percentage of an agency’s calls were captured using each method. The maximum date range for this report is 31 days. This audit report can be used by individual providers to review the visit capture methodology used for each call placed across all employees. Payers can use this report to compare visit capture methodology use across a group of provider agencies.

Use the following fields to limit the report output:

Each column of the report displays: