Search Filters

Search Filters

The Search Filters at the top of the screen allows users to narrow the Results List to display specific clients.

Field	Description
Company	Use this field to filter clients by the associated company.
Location	Use this field to filter clients by the associated location.
Admit Type	Use this field to filter clients by the admission type.
Team	Use this field to filter clients by the associated team.
Status	Use this field to filter clients by the status.
Reason	Use this field to filter clients by the reason associated with the status.
First Name	Use this field to filter clients by first name. When a partial value is entered, the Results List displays names that begin with the entered value.
Last Name	Use this field to filter clients by the last name. When a partial value is entered, the Results List displays names that begin with the entered value.
Language	Use this field to filter clients by their associated language.
ID	Use this field to filter clients by identification number.
SSN	Use this field to clients by their social security number.
MRN #	Use this field to filter clients by MRN number.
Mutual Clients	Select this check box to filter for clients that have the mutual client option selected in their profile.
Clinical Manager	Use this field to filter clients by the assigned clinical manager.
Staff Manager	Use this field to filter clients by the assigned staff manager.
Marketer	Use this field to filter clients by the assigned marketer.
Coordinator	Use this field to filter clients by their assigned coordinator.
Payor	Use this field to filter clients by payer.
Payor No	Use this field to filter clients by their payer number.
Service	Use this field to filter clients by assigned services.
Address	Use this field to filter clients by their associated street address. When a partial value is entered, the Results List displays addresses that include the entered value.
City	Use this field to filter clients by their associated city. When a partial value is entered, the Results List displays cities that include the entered value.
State	Use this field to filter clients by their associated state.
ZIP	Use this field to filter clients by their associated zip code.
Invalid Address	Select this check box to filter for clients with addresses that could not be validated for GPS coordinates.
Non-Compliant Clients	Select this check box to filter for non-compliant clients.
Case #	Use this field to filter clients by case number. When a partial value is entered, the Results List displays case numbers that begin with the entered value.
Entry #	Use this field to filter clients by entry number. When a partial value is entered, the Results List displays entry numbers that begin with the entered value.
Reassign Manager/Coordinator	Click this button to open the Reassign Manager / Coordinator wizard.

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB