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

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB