Client by Coordinators

Description:

This report displays a list of clients sorted under their respective coordinator(s).

Use:

This report displays with only one coordinator per page, and can be handed directly to the respective coordinator as a resource of all active clients assigned to them.

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.

Sorting

This report can be sorted by:

Field

Description

Coordinator

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

Client Name

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

Start of Care Date

Sorts the report by the start of care date in ascending or descending order.

Report Output

Each column of the report displays:

Field

Description

Coordinator

The coordinator's name (last, first).

Name

The client's name (last, first).

Status

The client's status.

Chart ID

The client's Chart ID number.

Phone

The client's primary phone number.

SOC

The client's start of care date.

Address

The client's primary address.

Total

The total number of clients for the respective coordinator.

Grand Total

The total number of clients on the entire report.

Sample Report

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