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. |
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