Active Client Roster with Visit Count

Description:

This report displays active clients who received service during a selected date range. The report includes the client’s contact information, payor and physician names, and the number of visits performed by service code.

Use:

This report can be used to review or confirm the number of times a client received a service over a specific date range. 

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.
Payor	Use this dropdown to select the payor.
Manager	Use this dropdown to select the manager.
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
Name	Displays the client’s name.
Address	Displays the client’s address.
ChartID	Displays the client’s ChartID
Payor	Displays the client’s associated payor.
Payor Number	Displays the client’s assigned payor number.
Diagnosis Code	Displays the client’s diagnosis code.
Description	Display’s the diagnosis code’s associated description.
Cert Period	Displays the client’s certification period.
Physician	Displays the client’s physician’s name.
Total Visits For	Displays the amount of visits for the associated service.

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