Client Status History By Client

Description:

This report displays a list of clients and their status as well as any associated reason codes. The report includes the client’s name, chart ID, start of care date and their current status.

Use:

This report can be used to quickly reference the status of clients matching the criteria selected from the filters.

Limitations:

Filters

This report can be filtered by:

Field	Description
Company	Use this dropdown to select the company.
Location	Use this dropdown to select the location.
Admit Type	Use this dropdown to select the admission type.
Team	Use this dropdown to select the team.
Coordinator	Use this dropdown to select the coordinator.
Staff Manager	Use this dropdown to select the staff manager.
Payor	Use this dropdown to select the payor.
Client Status	Use this field to select the client status(es).
Reason	Use this field to select the reason code associated with the client’s status.
Date From	Use this field to search for clients beginning on this date.
Date To	Use this field to search for clients ending on this date.

Report Output

Each column of the report displays:

Field	Description
Client Name	Displays the client’s name.
Chart ID	Displays the client’s chart ID.
Status	Displays the client’s status.
SOC	Displays the client’s start of care date.
Status Date	Displays the date of the client’s most recent status change.
Status	Displays the client’s status.
Reason	Displays the reason associated with the client’s status.
Created	Displays the date the client’s profile was created.
Creator	Displays the user who created the client’s profile.

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