Visit Reports Definitions

Display the schedule, confirmation, and bill details for visits that fall within the specified visit or invoice date range. The available filter fields allow users to sort the search results based on Office, Contract, Discipline, and so on.

Provides a list of Patients and visits that are already on the calendar.

This report is a duty sheet providing the Caregiver and Patient signatures from the Mobile App. Report also provides the Mobile App Notes for the visit.

Use this report to compare scheduled visit hours with actual confirmation times within a specified timeframe; allows Agencies to identify discrepancies. Use the available filter fields to sort the search results based on Office, Contract, Discipline, and so on. Additionally, users may choose to group the results by Caregiver and include unconfirmed/missed visits.

Displays a snapshot of all active Live-In Patients with visits within the specified timeframe. Results can be grouped by Patient Team.

Provides a summary of visits scheduled and billed for each contract within the specified time frame, with totals displayed for all contracts. This report can be run for a single contract.

Report shows the details for visits within the specified time frame for which there is a discrepancy between scheduled versus actual hours worked. This report can also be run for a specific contract, Caregiver, Patient, and/or Coordinator.

Lists basic schedule/visit information for Patients with visits scheduled during the time frame selected.

A forecasting report that shows all expiring authorizations within a specified timeframe. This report can be run with several filters and formatting options. Some filter options limit the results to a single contract, Coordinator, Discipline, Patient status, and/or Visit Type. Formatting options include grouping by contract or due date.

Lists the weekly schedule for each Patient meeting the selected criteria.

Displays a list of weekly Patient schedules from the specified date. This report can be run for a single Contact, Caregiver, Coordinator and Discipline. The results can also be grouped by Coordinator or Nurse, if desired.

Lists Caregiver schedules for one or two weeks, including scheduled overtime hours. This report can be run for a single Caregiver or Patient Team, Location or Branch, as well as for a single Contract or Coordinator.

Lists Caregiver schedules for one week, broken down by Patient. This report can be run for a single Caregiver or Patient Team, Location or Branch, as well as for a single contract or Coordinator.

Displays all Patients' weekly schedules from the selected date, grouped by Coordinator. This report can also be run to show schedules for Patients with a specific visit type.

This report may be run to determine whether Patient schedules for a specific contract, Coordinator, Visit Type, and/or Discipline are using all the hours or units allotted by the associated Authorizations.

This report may be run to determine whether Patient schedules for a specific contract, Coordinator, Visit Type, and/or Discipline are exceeding the hours or units allotted by the associated Authorizations.

Lists Patients with visits in which either the scheduled time or Caregiver (or both) was changed from the permanent schedule.

Lists the total scheduled hours, days, and number of visits within the selected time frame for each contract.

Comprehensive list of all visits that were confirmed manually within the specified time frame. This report can also be run for a specific Patient and/or Caregiver.

Lists visits deleted in the time frame specified. Data is based on deleted visits processed each night. The Coordinator name displayed reflects the Coordinator assigned to the Patient at the time the process is run.

Provides Today’s and all future Scheduled Split Shift. Report Provides Patient Information, Patient Schedule, and Caregiver Information.

This report displays all confirmed visit details, for visits where the visit start time and scheduled start time differ (positive or negative) less than the value provided in the "Less than Hours" filter. Missed visits are excluded. An IVR/non-IVR indicator is included for each visit.

This report displays the Reasons and Notes, if applicable, for visits within the timeframe selected that had the call in and/or out manually entered.

This report places a Y for each Patient and where the number of hours fall. The report also indicates if the Patient has received at least one hour of service.