Active Client Roster

Description:

This report lists all active clients for the provider agency sorted by coordinator. Clients with an unknown coordinator will display at the top.

Use:

This can be used by the agency as an overview of all active patients with key data points for each admission.

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 Types

The code for the client's admission.

Is Client Clinically Integrated

The selected clinical integration status (yes/no).

Coordinator

The selected coordinator.

Manager

The selected manager.

Marketer

The selected marketer.

Payors

The selected payor.

Multiple Client Status

The selected client status.

Date

The selected date.

Report Output

Each column of the report displays:

Field

Description

Client Name

The client's name (last, first).

Chart ID

The client's Chart ID number.

SOC

The client's start of care date.

Current Cert Period

The amount of time the client is eligible for the program; the certification period.

Diagnosis

The diagnosis code and brief description.

Services Provided

The type of care provided.

Clinically Integrated

The client's clinical integration status (yes/no).

Clinical Integration Effective Date

The date of the client's clinical integration.

Blank if no.

Sample Report

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