Client List - With Last Scheduled Date

Client List - With Last Scheduled Date

Description:

This report displays a list of clients along with their last scheduled visit.

Use:

This report can be used by staff or the agency to view a list of clients and important dates.

Limitations:

N/A

Filters

This report can be filtered by:

Field

Description

Company

The selected company.

Location

The selected location.

Team

The selected team.

Admit Type

The code for the client's admission.

Staff Manager

The selected staff manager.

Coordinator

The selected coordinator.

ReportĀ Output

Each column of the report displays:

Field

Description

Name

The client's name (last, first).

Chart ID

The client's Chart ID number.

Team

The client's team.

ROC

The client's referral of care date.

SOC

The client's start of care date.

Last Scheduled

The client's last scheduled visit.

Status

The client's status.

Perm Schedule

Indicates if the client has a permanent schedule.

Sample Report

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