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. |
Comments
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