02.06 Visit Reference List
Location: Reports > Visits > 02.06 Visit Reference List
Overview
- Shows visit and supply charge details by patient, employee, program, or payer.
- Pulls from Employee Activity > Visit Entry and Supplies > Supply Charges.
- Useful for auditing visit times, disciplines, contract staff, and HHAeXchange/CareBridge submissions.
Data Source - Verify visit assessments have been imported into charges.
- Include Completed Assessments will also pull completed (not-yet-imported) assessments.
How to Run
- From / Thru: Date range for visit and supply entries.
- Program(s) / Payer(s) / Team(s) / Employee(s): Filter by any combination; leave blank for all.
- Skip PPS Payers / Skip PerDiems: Exclude payers flagged as PPS or Per Diem.
- Include Supply Charges: Adds supply entries to the visit list.
- 1 Pg per Pt: When printing by patient, adds a page break after each patient.
Charge / Employee Filters - No Charge Visits Only: Only visit codes with Chargeable = No (visit status codes). Not used with “Include Supply Charges”.
- Exclude No Charge Visits: Hides any entry with a zero charge amount.
- Exclude Contract Employees: Excludes employees whose Vendor # starts with **.
- Codes > Other Basic Codes > Employees > Vendor No
- Contract Employees Only: Shows only employees whose Vendor # starts with **.
- Contract Vendor #: Limit contract results to a specific vendor number (optional).
- Use the Dates These Charges Were Keyed: Filters by the date the charge was entered, instead of service date.
- When unchecked, the report uses the From and Thru date at the top of report screen.
- Added charges only:
- Checked: Includes only visits that were newly added during the keyed date range.
- Unchecked: Includes visits that were modified during the keyed date range.
- SN / PT / OT / ST / SW / HHA: Restrict to selected disciplines only or leave all unchecked to select all.
- MemoCode = X: Used to identify visits transmitted to HHAeXchange and CareBridge (excludes visits not sent).
How to Read
- Date: Visit or supply service date.
- Time In / Time Out: Start and end time of the visit. When supplies are included, this column may show the supply description instead of times.
- Employee: Staff assigned on the visit entry.
- Pg / Pay / Job / Vst / Reve / Tm: Program, payer, job code, visit/supply code, revenue code, and team.
- Hours: Visit duration in hours, or quantity for supply codes.
- $Amount: Visit = Hours × job code rate Supply = Quantity × price
Subtotals appear by patient or employee (depending on sort), with a grand total at the end.
Tip: If visit counts or dollars do not match other reports, rerun 02.06 with narrower filters (one program, one discipline, or one employee) to pinpoint the issue.