Client Birthdays

Description:

This report displays a list of birthdays for clients active during a selected date range. The report includes the client’s name and contact information as well as their start of care date and birthday.

Use:

This report can be used to reference a client’s date of birth for event planning or other situations where a date of birth may be needed.

Limitations:

Filters

This report can be filtered by:

Field

Description

Company

Use this dropdown to select the company.

Location

Use this dropdown to select the location.

Admit Type

Use this dropdown to select the admission type.

Team

Use this dropdown to select the team.

Client Status

Use this dropdown to select the client’s status.

Staff Manager

Use this dropdown to select the staff manager.

Coordinator

Use this dropdown to select the coordinator.

Date From

Use this field to search for clients beginning on this date.

Date To

Use this field to search for clients ending on this date.

Report Output

Each column of the report displays:

Field

Description

Name

Displays the client’s name.

Home Phone

Displays the client’s home phone number.

Chart ID

Displays the client’s customer number.

Physician

Displays the client’s physician’s name.

Manager

Displays the manager associated with the client.

SOC

Displays the client’s start of care date.

Birthday

Displays the client’s birthday.

Sample Report

Graphical user interface, application, table

Description automatically generated

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