Overview

• Searches for overlapping visit or non-visit time.
• Can run by employee or by patient, depending on selected options.
• Useful for identifying duplicate visits and inaccurate time entry.

How to Run

• From / Thru: Select the date range of the visit or non-visit time.
• Program(s) / Employee(s): Enter specific codes to filter, or leave blank for all.
• Employee(s) to Exclude: Enter any four-digit employee numbers you do NOT want included. Leave blank for all.
• Exclude Contract Employees: Check to leave out contractors.
  • Contractors have ** in the first two digits of their Vendor Number under Codes > Other Basic Codes > Employee.
• Use Assessments Only: Compares only assessments entered in Point of Care or EVV Visits.
  • Does not include visit charges entered in Office under Employee Activity > Visit Entry.
• Use Charges Only: Compares only visit entry charges keyed in Office (Employee Activity > Visit Entry). 
• Use Assessments and Charges: Compares both—assessment entries (POC / EVV Visits) and visit charges (Office).
• Check for Overlapping Visits per Patient: Runs the report by patient instead of by employee. Best for spotting duplicated or overlapping patient visits.
• EVV Payers only (Sandata/HHAeXchange): Important to help avoid delayed payments. 

How to Read

• Actual Times: Shows the full date and time recorded for each entry, including scheduled times.
• AMins / SMins: Total minutes for the Assessment and Schedule.
• Payer: Shows the payer for the sisit or shows the non-visit description.