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. |
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