How to Run the Report

The Employee Productivity Report pulls productive hours worked for visit and non visit codes.  The visit status code must be setup as Real Visit = Yes and the non visit code must be setup as Productive Time = Yes.  Some non visit codes will get pulled regardless of the setup – ex. Travel time always gets pulled.  This report will pick up visit assessment status incomplete, completed, locked and locked+chg.  

This report works best when you assign productivity units to visit codes (Codes > Program Related Codes > Visit Status Codes). These units are used to help determine a comparable workload for a specific time period.  An example of productivity units is marking the more complex visits with a unit higher than 1.0 to indicate a longer visit time.

From Barnestorm Office click on Reports > Employees > 02.42 Employee Productivity Report.

• From and Thru dates = visit date or non visit date.
• Program(s), Employee(s) = Filter which visit/non visits to pull.
• Use Assessments and Non-Assessment Visits = Check this box if your agency uses Point of Care to enter assessments.
• Use Visits Only = Check this box if your agency does NOT use Point of Care to enter assessments.
• Contract Employees = Check if you want to include contract employees.  These employees are setup in Codes> Other Basic Codes > Employees with the Vendor field starting with **.
• Agency Employees = All noncontracted employees.
• All Employees, RN, PT, etc. = Filter which disciplines you want to select.
• Apply Program(s) Filter to the Employee Program Number = Check this if you want to combine all of each employee’s time into their home program number, which is listed under Codes > Other Basic Codes > Employees. 
• Exclude NonVisit Time = Check to exclude any non visit time entries from the time sheet.
• Use NonVisit Time Units = Uses the point system based out of Barnestorm Office > Codes > Program Related Codes > Non Visit Time> Pay Rate.
• Include Miles =Check this box to include mileage entered into the time sheet. 
• Target points per week = The number of weekly productivity units to score the percentage in the report.  

How to Read the Report

• Employee = Employee number and name.
• Pg = Program number.
• Visit Type = Visit status code description or the non visit code description.
• Count = The number of entries for the Visit Type.
• Points = The productivity unit scale listed under Codes > Program Related Codes > Visit Status Codes.
• Score = Multiply the Count by Points.
• Hours = Total hours for that visit or non visit code.
• % = See the detailed description below on how we pull this information. 

Score from the report divided by the target = % on the report