How To Run the Report
From Barnestorm Office click on Reports> Visits > 02.06 Visit Reference List.
This report gives you visit and supply entry information. There are many different ways to run this report.
o From / Thru = The range for the visit / supply entries.
o Program(s) / Payer(s) / Team(s) / Employee(s) = Filter report by entering program, payer, team, employee number(s). Or leave blank to select all.
o Skip PPS Payers = Check this to skip any payer that is setup with PPS as Yes (from Codes > Program Related Codes > Payer Codes).
o Skip PerDiems = Check this to skip any payer that is setup with PerDeims as Yes (from Codes > Program Related Codes > Payer Codes).
o Include Supply Charges = In addition to visit entries, the supply entries will appear as well.
o 1 Pg per Pt = When used with print sequence by patient, this will add a page break after each patient.
o No Charge Visits Only = This will select visits codes with a Chargeable as No (from Codes > Program Related Codes > Visit StatusCodes). This will not work with the Include Supply Charges option.
o Exclude No Charge Visits = This will leave out any charges with a zero amount charged.
o Exclude Contract Employees = Excludes employees who have a ** in the first two positions of the vendor number field from Codes > Other BasicCodes > Employees.
o Contract Employees Only = Selects only employees who have a ** in the first two positions of the vendor number field from Codes > Other BasicCodes > Employees.
o Contract Vendor# = Enter a specific contract vendor number or leave blank to select all. Use this feature with Contract Employees Only.
o Use The Dates These Charges Were Keyed = Use this if you need to select specific charges that were keyed on or in a date range.
o SN / PT / OT / ST / SW HHA = Use this to select specific disciplines only.
o MemoCode = X for visits transmitted to HHAeXchange and CareBridge
How to Read the Report
o Date = Date of the visit / supply charge.
o Time In / Time Out = Starting and ending time for that visit entry. If supplies are included this column will include the supply description.
o Employee = Employee listed on the visit entry.
o Pg / Pay / Job / Vst / Reve / Tm = program / payer / job code / visit status or supply code / revenue code / team number.
o Hours = The calculated time of the visit or quantity of the supplycode.
o $Amount = Visit charge: Hours * job code rate / Supply: Quantity * Price.
A subtotal is given after each group of patient or employees. A grand total is given at the end of the report.