Client Detail Printout

Overview

The Client Detail Printout details what has been recorded through Electronic Visit Verification (EVV). This report is a useful tool to prepare for auditing.

Accessing the Report

To access this report, go to the Main Menu, then click Reporting.

Then click on Client Detail Report.

Setting Report Parameters

A Department Dropdown box is available, which enables selecting all departments if needed.

Next, choose a Start Date and End Date.

There are also options to include former, holding, and deceased clients, include visit notes, and/or include visit details by checking the box next to the appropriate item.

Selecting Clients

A specific Client Name or Care Plan can then be selected.

Select one client by clicking on the client's name and clicking Search—

— or select multiple clients or all clients based on highlighted selections.

Recommended Usage

This report should be run monthly. Once the report has been created, it can be exported as an Excel file and saved with the month and year in the title. Each tab will represent one client's information. Tabs can be renamed and saved for auditing checks.

Note: for any days that do not have data, a paper timesheet will need to be acquired, because the absence of data signifies that data was not recorded through Electronic Visit Verification (EVV).