The main objective of this report is to illustrate the users, all schedule information (relating to Billing Info and Funding Category Info). Users should be able to see information on the following types of Schedules:
§ In Progress Schedules
§ Completed Schedules
Information on Removed (deleted schedules) is not available in this report. Because users may update schedules throughout the duration of a schedule lifetime there will be times when one schedule will appear multiple times on this report. Schedules will only appear multiple times on the report if any of the following sections of the Schedule is updated:
§ Schedule Start Date
§ Schedule Billing Chart Information
§ Schedule Funding Category Information
For example if we have a case that a schedule was added on 1st May 2014 it will appear on the report. Then if the user updates the Start Date to 5th July, again, it will appear as a separate record on this report.
Similarly, if we have a case where a schedule is added to the client profile on 1st May 2014, and on 5th July, the Billing Chart Information is updated by the user, then the schedule will appear as two separate records on this report. The first instance will illustrate the information based on the original entry of the schedule and the second record will illustrate the schedule, based on the newly updates information updated on the schedule. Please note, as the user didn’t update the “Start Date” in this instance, the Start Date will remain the same.
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Search Parameters |
Searches From |
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Groups |
Allows user to search by Group |
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Client Status |
Allows you to search by Client Status (Active, Deceased, etc). This will default to Active Clients |
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Client |
Allows you to search by individual Clients, but this will default to All Clients |
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Schedule Status |
Will allow users to search by In Progress Schedules or Completed Schedule’s or All Schedules. This will default to In Progress Schedules |
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Funding Category Type |
Will allow users to search by Funding Category Type as defined in the Scheduling Wizard |
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Funding Category |
Will allow users to search by Funding Category as defined in the Scheduling Wizard |
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Payer Type |
Will allow you to search by Payer Type as defined in the Scheduling Wizard (this will default to All). You can also search by “BLANK” in the case where no Payer Type has been captured these will be returned |
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Department |
Will allow you to search by Department as defined in the Scheduling Wizard (this will default to All). You can also search by “BLANK” in the case where no Payer Type has been captured these will be returned |
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Contact |
Will allow you to search by Contact as defined in the Scheduling Wizard (this will default to All). You can also search by “BLANK” in the case where no Payer Type has been captured these will be returned |
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Date From |
Will allow users to search a Start Period for the schedules |
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Date To |
Will allow users to search an End period for the schedules |
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Point to Note about Date Search Parameters: This will be based on a period as opposed to Start Date of the Schedule. For example if a Schedule has a start date of 01/03/2014 with no end date and the user runs the search from 01/05/2014 – 30/05/2014 this schedule will appear in the report, because during this period it was on the system. |
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Start Period |
Will allow users to select a month of the year or specific date and only schedules that were added to the application with a Start Date within this period or on this date selected will be returned in the results. |
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Point to Note about Start Period Search: Users will only be able to search by Date From and To OR Start Period. This will be based on the FIRST START A Schedule was added to the application by the user. For example if a Schedule has a start date of 01/03/2014 with no end date and the user runs the search from 01/05/2014 or May 2014 this schedule NOT will appear in the report, because it was added on 1st March (despite it being on the system in May ) |
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Columns |
Data Displayed |
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Client ID |
The Client ID of the Client |
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Schedule ID |
The Schedule ID of the Schedule |
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Status |
The Status of the Client |
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Schedule Start Date |
The “Start Date” of the Schedule as captured in the Schedule Wizard |
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Schedule End Date |
The “End Date” of the Schedule as captured in the Schedule Wizard. If none captured this will appear blank |
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Client Name |
The full name of the Client |
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Payer Type |
The Schedule Payer Type as defined in the Scheduling Wizard |
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Department |
The Department as defined in the Scheduling Wizard |
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Contact |
The Contact as defined in the Scheduling Wizard |
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Billing Chart |
The Billing Chart as defined in the Scheduling Wizard |
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Funding Category Type |
The Funding Category Type as defined in the Scheduling Wizard |
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Funding Category |
The Funding Category as defined in the Scheduling Wizard |
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Category Type |
The Category Type as defined in the Scheduling Wizard |
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Schedule Status |
The Status of the Schedule |
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Updated On |
The Date the Schedule was updated |
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Updated By |
The name of the User that updated the Schedule |