Client Visit Summary Report

Description: This report shows all visits 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 as well as basic visit information which includes: visit date, employee's Santrax ID, employee's name, number of visits, visit start and end time, and visit hours.

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

Parameters: Use the following fields to limit the report output to:

Field	Description
Payer	the selected payer(s)
Program	the selected program(s)
Service	the selected service(s)
Client	client by name (last name, first name) or Sandata client ID When a partial name is entered the report displays results that begin with the entered characters.
Client Medicaid ID	Clients with the entered Medicaid ID The entered value must be an exact match to a client's Medicaid ID.
Supervisor	the selected supervisor
Department	the selected department
Task	the selected task(s)
Employee	employee by name (last name, first name) or Santrax ID When a partial name is entered the report displays results that begin with the entered characters.

Report Output: Each column of the report displays:

Columns	Description
Santrax ID	the employee’s Santrax ID.
Email	the employee’s email address.
Employee	the employee who conducted the visit.
Date	the date of the visit.
Start	the start time of the visit.
End	the end time of the visit.
# Of Visits	the number of visits conducted.
Hours	the length of the visit in hours