Monthly Visit Summary

The Monthly Visit Summary report includes a list of all the patients for who you are the associated primary nephrologist at the time of report generation, regardless of whether an encounter note has been documented or not.  You will also see any patients that you are not the primary nephrologist for, but have performed an encounter note on them in the selected month.  Patients that have zero documented encounters notes for the month will be prioritized to the top of the list.  The report can be used for billing purposes and will include encounter notes entered in OneView and Falcon Silver.

NOTE: It is your responsibility to ensure the accuracy of the visit records included in the report prior to utilizing the information.

To generate a report, there is a two-step process for CWOW and Snappy patients.  First, you must create a report, and then you can download the report at a later time. 

To create the report, select the month and year.  Next, select the Create Report button.  

A message notifying you the report is being processed displays after you click the “Create Report” button.

Once the report is created, the option to “ Download Report” (with the “last created” date and time) displays in the report area.  This workflow applies to both the Monthly Visit Summary and All Patient Insurance reports.

NOTE: The reports will be generated in an Excel format.  

The information displayed in the report is detailed below.

Column Description
Patient Name The name of the patient.
Primary Nephrologist The patient’s assigned nephrologist in Snappy.
Patient DOB (MM/DD/YYYY) The patient’s date of birth.  The format is month, day, year.
Patient Age (yrs) The patient’s age at the time of the encounter.
Visit date The date of the encounter.
Provider The provider that created the encounter.
Role The role of the provider.  The options are: Primary nephrologist, Covering nephrologist, or NPP.
Dialysis facility The dialysis facility where the encounter occurred.
Note type The type of encounter.  The options are: Limited, Comprehensive, or PD Note.
Telehealth The encounter was completed via telehealth. “Yes” will appear for any encounters completed via telehealth, meaning the “Yes” pill was selected in the encounter. If the Telehealth option was not selected in the encounter, the column will be blank.
Total visits for Patient Total number of visits for the patient for the month.
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