Client Addresses Report
Description: This report displays a list of clients by the selected filter, alongside account information pertaining to address and location.
Santrax Client ID (Stx ClientID) is used in Electronic Visit Verification (EVV) for mutual and group home arrangements where multiple clients share a phone number and/or address. The Santrax Client ID separates individual clients in the system from others with shared account information.
Use: This report can be used by the agency as an overview of key client account information.
Limitations: N/A
This report can be filtered by:
|
Field |
Description |
|---|---|
|
Company |
The selected company. |
|
Location |
The selected location. |
|
Admit Type |
The code for the client's admission. |
|
Team |
The selected team. |
|
Client Status |
The selected client status. |
|
Coordinator |
The selected coordinator. |
|
Staff Manager |
The selected staff manager. |
This report can be sorted by:
|
Field |
Description |
|---|---|
|
Client Name |
Sorts the report by client name in ascending or descending order. Blank if unknown. |
Each column of the report displays:
|
Field |
Description |
|---|---|
|
Name |
The client's name (last, first). |
|
Chart ID |
The client's Chart ID number. |
|
Stx Client ID |
The client's Santrax Client ID number. |
|
Phone |
The client's primary phone number. |
|
SOC |
The client's start of care date. |
|
Address |
The client's primary address. |
|
County |
The client address' county. |
|
Total |
The total number of addresses on the report. |
