Sandata Aggregator Visit Review

Use the Visit Review screen to search for visits. The filters on this screen allow users to limit the search results to include only visits matching the search criteria. This allows users to quickly find visits that require attention. The default results shown on this screen only include visits with exceptions.

Field	Description
AGENCY	Use this field to limit the result by a single agency. Note: Users can only see agencies they are working with.
CALL TYPE	Use this multi-select field to limit the results to visits with the selected special call type(s) (MVV and Manual).
CLIENT	Use this field to limit the results by client name (format: last name, first name) or client ID. When a partial value is entered the report will display results that begin with the entered value.
CLIENT ID	Use this field to limit the results by the client's ID number.
DATE RANGE	Use these fields to select the date range, all visits that occurred within the selected date range display in the search results. Searching by date or using the date range always returns results based on the date the visit began.
DEPARTMENT	Use this field to limit the results to the visits associated with the employee’s department.
EMPLOYEE	Use this field to limit the results by employee name (format: last name, first name). When a partial value is entered the report displays results that begin with the entered value.
EMPLOYEE ID	Use this field to limit the results by employee ID number.
EMPLOYEE SSN	Use this field to limit the results by the employee’s Social Security Number.
EXCEPTION TYPE	Use this multi-select field to limit the results to visits with the selected exceptions. The exceptions in this drop-down are each set up with an effective date range. Exceptions not in effect during the selected visit date are not included in the drop down.
EXPORT	Exports the results in the results grid to a CSV or Excel format.
FILTER VISITS BY	By default, this field is set to All Exceptions, which displays all visits with exceptions. In order to include visits without exceptions, select All Visits. Select Exception Type to limit the results to only visits with the selected exception(s). Example: Unknown Client visits.
GROUP VISIT CODE	Use this field to limit the results by the selected group visit code. Group Visit Codes are a unique six digit code associated with Group Visit functionality and allows user to search for all visits that are part of the same group. Group Visit Codes are unique for the given start date.
MEDICAID ID#	Used to limit the results by the client’s Medicaid ID.
PAYER	Use this drop-down field to limit the results to a single payer. All options in this drop-down are set up with an effective date range. Options not in effect as of the visit date are not included in this list.
PROGRAM	Use this field to limit results by the selected program. All options in this drop-down are set up with an effective date range. Options not in effect as of the visit date are not included in this list.
RESET	Clears saved filter settings.
Results List	This section displays a grid of visits that match the selected search criteria.
SAVE SETTINGS	Use this button to save selected search filters and results list configuration, for the computer and browser used. Any fields requiring a text entry are not saved. For example, Client.
Show/Hide Advanced Filter Options	Displays additional fields, including the ability to save or reset filter selections.
Show/Hide Display Options	Use this link to display additional column options for the results list.
SERVICE	Use this field to limit the results by the selected service. All options in this drop-down are set up with an effective date range. Options not in effect as of the visit date are not included in this list.
SUPERVISOR	Use this field to limit the results to the visits associated with the selected supervisor.
VISIT STATUS	Use this drop-down field to limit the result by visit status. Scheduled – the visit has not yet occurred and has a scheduled start date/time in the future. In Process – the visit is still in progress. Scheduled visits are placed in this status if the scheduled start time has passed or the system has received a call. Unscheduled visits are placed in this status if the system has received a call-in, but not a call out and it is less than 24 hours since the call-in was received. Incomplete – the visit is missing required information. Required information is based on configuration. Missing information is indicated on the visit maintenance grid as exceptions (red dots). To view an exception on the results list, the column with the wrong/missing information must be enabled. All unresolved exceptions for the visit are displayed on the Visit Details screen’s Exceptions tab. Verified – the visit has no exceptions. A visit in this status is ready to be billed and is eligible to be returned for claims validation, if applicable. Approved – a visit is placed in this status to indicate that the client or user manually approved the visit based on Client Confirmation/Signature or by the user selecting the Approved checkbox on the results list or the Visit Details screen. Processed – the visit was returned to the adjudication system during claims validation. Omit - A visit record marked (by the provider) to be ignored. These visits are not expected to be submitted for billing or claims validation and do not require exceptions management.