Client Compliance Comments

Description:

This report displays a list of clients and comments made on compliance items.

Use:

This report can be used by the agency to see the status of compliance items for clients, and any additional information required for 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.

Compliance

The selected compliance item.

Compliance Category

The selected compliance category.

Coordinator

The selected coordinator.

Manager

The selected manager.

Staff Manager

The selected staff manager.

Payor

The selected payor.

Comments

The selected comment.

Client

Client by name (last name, first name) or Sandata Client ID.

When a partial name is entered the report displays results that begin with the entered characters.

Zip Code

The selected zip code.

Date From

The first date of a selected range of dates.

Date To

The last date of a selected range of dates.

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.

Renewal Date

Sorts the report by renewal date in ascending or descending order.

Completed Date

Sorts the report by completed date in ascending or descending order.

Report Output

Each column of the report displays:

Field

Description

Client Name

The client's name (last, first).

ChartID

The client's Chart ID number.

OtherID

The client's other ID number.

Compliance

The compliance item.

Address

The client's primary address.

Home Phone

The client's home phone number.

Completed

The date the compliance item was completed.

Renew

The date the compliance item requires renewal.

Comment

The comment on the compliance item.

Total

The total number of clients on the report.

Sample Report

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