Schedules by Client Report

Description: This report displays a list of scheduled visits and events sorted under the respective client.

Use: This report can be used by staff or the agency to view times and frequency of visits for individual clients, as well as notes for care.

Limitations: N/A

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Team	The selected team.
Client	Client by name (last name, first name) or Sandata client ID . When a partial name is entered the report displays results that begin with the entered characters.
Coordinator	The selected coordinator.
Manager	The selected manager.
Staff Manager	The selected staff manager.
Disaster Level	The selected disaster level.
County	The selected county.
Admit Types	The code for the client's admission.
Payors	The selected payors.
Service	The selected service.
Event Status	The selected event status.
Event Location	The selected event location.
Date From	The first date of a selected range of dates.
Date To	The last date of a selected range of dates.
Time From	The start time of a selected range of times.
Time To	The end time of a selected range of times.

This report can be sorted by:

Field	Description
Schedule Date	Sorts the report by the scheduled date in ascending or descending order.
Staff Name	Sorts the report by staff name in ascending or descending order. Blank if unknown.
Time In	Sorts the report by the scheduled start time in ascending or descending order.

Field

Description

Schedule Date

Sorts the report by the scheduled date in ascending or descending order.

Staff Name

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

Blank if unknown.

Time In

Sorts the report by the scheduled start time in ascending or descending order.

Each column of the report displays:

Field	Description
Client Name	The client's name (last, first).
Client ID	The client's ID number.
Client Phone	The client's phone number.
Address	The client's primary address.
Date	The scheduled date of the visit.
Staff	The staff member's name (last, first).
Service	The type of care provided.
In	The scheduled start time for the visit.
Out	The scheduled end time for the visit.
Total	The total scheduled hours for the visit.
Status	The event's status.
Notes	Notes and directions written for the client.
Manager	The client's manager.
Total Events	The total number of events for each client.