Client Addresses

Description:

This report displays a list of clients by the selected filter, alongside account information pertaining to address and location.

Note:

Stx ClientID (Santrax Client ID) is used in EVV (Electronic Visit Verification) for mutual and group home arrangements, where multiple clients share a phone number and/or address. The Stx ClientID separates individual clients in the system from others with shared account information.

Use:

This report can be used by the agency as an overview of key client account information.

Limitations:

N/A

Filters

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.

Coordinator

The selected coordinator.

Staff Manager

The selected staff manager.

Sorting

This report can be sorted by:

Field

Description

Client Name

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

Blank if unknown.

Report Output

Each column of the report displays:

Field

Description

Name

The client's name (last, first).

Chart ID

The client's Chart ID number.

Stx Client ID

The client's Santrax Client ID number.

Phone

The client's primary phone number.

SOC

The client's start of care date.

Address

The client's primary address.

County

The client address' county.

Total

The total number of addresses on the report.

Sample Report

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