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. |
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