⚙ Setup Notes

Supervisory visits must be entered using an employee with a revenue code for nursing.

• The employee completing the supervisory will need a nursing Rev Code under Codes --> Other Basic Codes --> Employees. 
• Enter supervisory visit on the Employee Activity --> Visit Entry screen as a non-chargeable visit.
• The description of the visit status and job code should include 'Supervision'.
• Only visits with “55” in the middle of the revenue code will count (e.g., 0550).

▶ How to Run the Report

• Thru Date: Include supe visits due on or before this date.
• # of Days: Number of days between required supervisory visits (e.g., 90).
• Programs / Payers / Teams: Optional filters. Leave blank to include all.
• Sequence: Choose how the results should be sorted.
• Add Case Manager to Report: Optional checkbox to include the assigned case manager name (from Referrals > Employees screen).

📄 How to Read the Report

• Tm: Team number (Referrals > Primary Team#) 
• Last Vis: Most recent visit completed (from Visit Entry)
• Last Sup: Last supervisory visit by employee with Rev Code 0550
• Next Sup Due: Based on the # of Days setting
• Employee: Person who completed the last supe visit
• Case Manager: Employee listed under Referral > Employees tab (if included)

Note: If no supervisory visit is found with a qualifying revenue code, the report will use 60 days from the admit date as the default next visit due date.

⚠ Troubleshooting Tips

• Patient will not show up on the report if the last visit entry is a supervisory one.
• Ensure the employee who completed the visit has a Rev Code with “55” in the middle (e.g., 0550).
  • (Go to: Codes > Other Basic Codes > Employees to verify)
• If any changes were made then rerun the report.