Clients Report

Sample Clients Report

Description: This report displays a list of client admissions within the selected date range.

Use: This report can be used by the agency to view the frequency of client admissions in the selected date range.

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.

Staff Manager

The selected staff manager.

Coordinator

The selected coordinator.

Date From

The first date of a selected range of dates.

Date To

The last date of a selected range of dates.

This report can be sorted by:

Field

Description

Client Name

Sorts the report by client name in ascending or descending order.

Blank if unknown.

Start of Care Date

Sorts the report by the client's start of care date in ascending or descending order.

Each column of the report displays:

Field

Description

Name

The client's name (last, first).

Chart ID

The client's Chart ID number.

Status

The client's status.

Reason

Any reason code applied to the client.

As Of

The date of the client's admission.

Team

The client's team.

ROC

The client's referral of care date.

SOC

The client's start of care date.

EOC

The client's end of care date.

Total Admissions

The total number of admissions on the report.