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. |
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