Client List - With Last Scheduled Date Report
Description: This report displays a list of clients along with their last scheduled visit.
Use: This report can be used by staff or the agency to view a list of clients and important dates.
Limitations: N/A
This report can be filtered by:
|
Field |
Description |
|---|---|
|
Company |
The selected company. |
|
Location |
The selected location. |
|
Team |
The selected team. |
|
Admit Type |
The code for the client's admission. |
|
Staff Manager |
The selected staff manager. |
|
Coordinator |
The selected coordinator. |
Each column of the report displays:
|
Field |
Description |
|---|---|
|
Name |
The client's name (last, first). |
|
Chart ID |
The client's Chart ID number. |
|
Team |
The client's team. |
|
ROC |
The client's referral of care date. |
|
SOC |
The client's start of care date. |
|
Last Scheduled |
The client's last scheduled visit. |
|
Status |
The client's status. |
|
Perm Schedule |
Indicates if the client has a permanent schedule. |
