Client Phone List Report
Description: This report displays a list of clients and all on-record forms of contact.
Use: This report can be used by the agency to view routes of contact for each active client.
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. |
This report can be sorted by:
|
Field |
Description |
|---|---|
|
Client Name |
Sorts the report by client name in ascending or descending order. |
Each column of the report displays:
|
Field |
Description |
|---|---|
|
Client Name |
The client's name (last, first). |
|
Chart ID |
The client's Chart ID number. |
|
Home Phone |
The client's home phone number. |
|
Work Phone |
The client's work phone number. |
|
Cell Phone |
The client's cell phone number. |
|
Fax |
The client's fax number. |
|
|
The client's primary email address. |
