Client Folders Report

Description: This report displays a list of clients by the selected filter. Name, Chart ID, Payor, Physician, Manager, Team, Referral of Care and Start of Care fields are listed for each client.

Use: This report can be used by the agency to view clients grouped by the selected current primary status, e.g. Payor or Manager.

Limitations: N/A

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Admit Type	The selected admission type.
Team	The selected team.
Client Status	The selected client status.
Payor	The selected payer.
Manager	The selected manager.
Date From	The selected starting date in a range.
Date To	The selected ending date in a range.

This report can be sorted by:

Field	Description
Client Name	Sorts the report by client name in ascending or descending order. Blank if unknown.
Manager	Sorts the report by manager name is ascending or descending order.
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
Client	The client’s name.
Chart ID	The client’s Chart ID.
Payor	The client’s payer.
Physician	The client’s primary physician.
Manager	The client’s manager.
Team	The client’s team.
ROC	The client’s Referral of Care date.
SOC	The client’s Start of Care date.
Total	The total number of clients.