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

Graphical user interface, table

Description automatically generated

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