Sandata Visit Verification Exception

This report details the various exceptions (excluding informational types) found in Visit Verification and lists each exception type page, by page. A reason code legend is found at the end of the report. Use this report to review the visit verification information and activity for a date range.

Use the following fields to limit the report output:

Field Description
Payer Visits with the selected payer(s)
Exception Visits with the selected exception(s)
Program Visits with the selected program
Service Visits with the selected service(s) applied
Client Only those visits with the entered client (format: last name, first name). When a partial value is entered, the report displays results that begin with the entered value.
Client Medicaid ID The selected Client Medicaid ID
Supervisor The selected supervisor
Department Visits from the selected department
Employee Only those visits with the entered employee (format: last name, first name). When a partial value is entered, the report displays results that begin with the entered value.

Each column of the report displays the following information:

Column Description
SPV The supervisor at the provider agency
Client Medicaid ID The client’s Medicaid ID
Client Name The client’s name
Phone # The client’s primary phone number
Employee Name The name of the employee who carried out the visit
Employee ID The employee’s Santrax ID
Visit Key The visit id related to the visit
Group Visit Code The code associated with the group visit
Visit Date The date the visit occurred
Scheduled Start, End, Hours The start-time, end-time, and time scheduled in hours for the related visit
Actual Start, End, Hours The start-time, end-time, and time elapsed in hours for the related visit
Adjusted Start, End, Hours Any manual edits to the start-time, end-time, or hours elapsed for the related visit
Billed Hours The billable hours for the related visit
Reason Codes Any reason codes applied to the related visit
Tasks The tasks performed for the visit
EX - Y or N An indicator of task executed/completed (Yes or No)

Sample Report

Visit Verfication Exception Report

Reason Code Legend Sample

Visit Verification Exception Reason Code Legend