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Cube: Visit

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BI - Forum Moderator
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Use this cube to report on your visits - clock-in/clock-out times, funding, or invoicing. You have access to the following dimensions:

Bill Item, Bill rate, Bill rate special, Branch, Branch rollback, Cancel Code, Client, Client Admission Date, Client Cost Centre, Client discharge date, Client Name, Contact Bill To, Employee, Employee Cost Centre, Employee Creation, Employee Creation Name, Employee Name, Employee Update, Employee Update Name, Facility, Funder, Pay code, Pay code overtime, Pay code holiday, Service, Service Address, Service Codes, Tag

Fields

  • Visit ID
  • Visit Recurrence: "true" if part of a recurrence, "false" if a single visit
  • Visit Completed
  • Account Type
  • Approval Status: "approved", "not approved", "rejected"
  • Client Group Name
  • Client Visit In A Facility: "true" if at a facility, "false" if not
  • Facility Group Name
  • Visit In A Facility: "true" for a visit where the client is the facility, "false" otherwise, including for client visits in the facility
  • Visit Has Notes: "true" or "false"
  • Visit Holiday: "true" if the visit occurs on a holiday, "false" if not
  • Visit Late Hours Range: visits are categorized by how long after the scheduled start clock-in occurred.
  • Visit Sequence By Client: the nth created visit for that client
  • Visit Sequence By Client And Service: the nth created visit for that client of that service.
  • Service Tag 2
  • Visit Broken From Recurrence: "true" if yes, "false" if not
  • Associated Employee AlayaCare ID
  • Billing Premium
  • Default Rate
  • Funding Methodology
  • Funder
  • Start Date
  • End Date
  • Override Quantity and rate
  • Frequency:
    • Frequency Type
    • Repeat every day (s)
  • Billable when client on hold
  • Creation Date
  • Pay Code Rate

Billing:

  • Visit Invoiced: if the visit has been included in an invoice, even a draft one
  • Visit Computed Rate Billitem ID: 
  • Visit Computed Rate Unit
  • Visit Paid

ADL:

  • Visit Has ADL: "true" or "false"
  • Visit ADL Complete: "true" if all ADLs have been completed, "false" otherwise

Service:

  • Service Label Name
  • Service Label Value
  • Service instructions

Client Risks:

  • Client Risk Category
  • Client Risk Creation Date
  • Client Risk Employee Creation Firstname
  • Client Risk Employee Creation Lastname
  • Client Risk Name
  • Client Risk Revision Date
  • Client Risk Severity

Client Contact:

  • Client Contact Address
  • Client Contact Address 2
  • Client Contact City
  • Client Contact Country
  • Client Contact Email
  • Client Contact Firstname
  • Client Contact Lastname
  • Client Contact Phone
  • Client Contact Postal Code
  • Client Contact Relationship
  • Client Contact State/Province
  • Client Contact Status
  • Client Contact Type

Emergency Contact:

  • Client Emergency Contact Address
  • Client Emergency Contact Address 2
  • Client Emergency Contact City
  • Client Emergency Contact Country
  • Client Emergency Contact Email
  • Client Emergency Contact Firstname
  • Client Emergency Contact Lastname
  • Client Emergency Contact Phone
  • Client Emergency Contact Position
  • Client Emergency Contact Postal Code
  • Client Emergency Contact State/Province

Creation and revision:

  • Visit Revision Time
  • Visit Revision Day
  • Visit Revision Month
  • Visit Revision Year
  • Visit Creation Day
  • Visit Creation Month
  • Visit Creation Year

Visit start and end:

  • Visit Start Day
  • Visit Start Month
  • Visit Start Month All
  • Visit Start Quarter
  • Visit Start Time
  • Visit Start Time (UTC)
  • Visit Start Week: note that if you use this field, any visits that occur during the 1-2 days at the end of December after the last full 52nd week of the year will be displayed as part of week 1 of the current year. 
  • Visit Start Week Custom: use this field if you would like any visits on the 1-2 days after the last full 52nd week of the year to be displayed as part of week 23 of the current year rather than week 1 of the current year. 
  • Visit Start Year
  • Visit Start Year-Week
  • Visit End Day
  • Visit End Month
  • Visit End Time
  • Visit End Time (UTC)
  • Visit End Year

Clock-in/clock-out:

  • Visit Punched
  • Visit Punch Start Day
  • Visit Punch Start Month
  • Visit Punch Start Time
  • Visit Punch Start Year
  • Visit Punch Latitude
  • Visit Punch Longitude
  • Visit Punch End Day
  • Visit Punch End Month
  • Visit Punch End Time
  • Visit Punch End Year
  • Visit Punch Out Latitude
  • Visit Punch Out Longitude

Funding:

  • Action Taken: "none", "marked for resubmission", "written off"
  • Funder Last Update Day
  • Funder Last Update Month
  • Funder Last Update Year
  • Funder Validation Code
  • Funding Block Comments
  • Funding Block Expiry Date: the end date of the funding block.
  • Funding Block End Day
  • Funding Block End Month
  • Funding Block End Year
  • Funding Block ID
  • Funding Block Quantity
  • Funding Block Start Day
  • Funding Block Start Month
  • Funding Block Start Year
  • Funding Block Units
  • Visit Funded
  • Visit Funder Status: for LHIN visits only. "rejected", "pending", "payable", or "unknown" if no status.

Expense codes:

  • Visit Expense Code
  • Visit Expense Code Description
  • Visit Expense Code Label 
  • Visit Expense Code Unit

Note that the visit expense code details pull from the expense code set in the accounting tab of the visit dialogue.

Measures

  • Visit Count
  • Visit Scheduled Break Time Sum (Minutes)
  • Visit Approved Hours Sum
  • Visit Approved Hours Avg
  • Client Distinct Count
  • Employee Distinct Count
  • Visit Date MAX
  • Visit Date MIN
  • Visit Scheduled Hours Sum
  • Visit Scheduled Hours Avg
  • Visit Punched Hours Sum
  • Visit Punched Hours Avg
  • Visit Punch In Distance Sum
  • Visit Punch Out Distance Sum
  • Visit Scheduled minus Punched Duration Hours Sum
  • Visit Late Hours Sum (punch start - visit start - service code buffer)
  • Visit Late Hours Avg (punch start - visit start - service code buffer)
  • Visit Revenue Sum: visit quantity* bill rate
  • Visit Revenue less Break Time Sum: (visit quantity - break time)* bill rate
  • Visit Scheduled Break Time Sum
  • Visit Computed Rate Sum
  • Visit Count - Missed Class
  • Service Distinct Count
  • Visit Overtime Pay Rate Sum
  • Visit Regular Pay Rate Sum
  • Visit Margin Sum
  • Bill Rate Sum
  • Bill Duration Sum
  • Override Bill Sum: value entered manually by the user to override the billable quantity. Defaults to "0" when no value has been entered, as well as when the user has entered and override value of 0.
  • Override Pay Sum: value entered manually by the user to override the payable quantity. Defaults to "0" when no value has been entered, as well as when the user has entered and override value of 0.
  • Visit Pay Override NULL: "true" when an override value has been entered for a visit, and "false" when not. 
  • Visit Bill Override NULL: "true" when an override value has been entered for a visit, and "false" when not. 
  • Override Bill Sum (Visit)
  • Override Pay Sum (Visit)

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