Description:
This report displays a list of clients and their insurance providers based on options selected in the filters. This report includes client admission and insurance information.
Use:
This report can be used to quickly reference client insurance providers in different situations based on the filters used.
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. |
Team | Use this dropdown to select the team. |
Admit Type | Use this dropdown to select the admission type. |
Client Status | Use this dropdown to select the client status. |
Staff Manager | Use this dropdown to select the staff manager. |
Coordinator | Use this dropdown to select the coordinator. |
Report Output
Each column of the report displays:
Field | Description |
---|---|
Admission Range | Displays the client matching the admission range. |
Type | Displays the type of insurance. |
Primary | Displays the client’s primary insurance provider. |
Ins. No. | Displays the primary provider’s insurance number. |
Secondary | Displays the client’s secondary insurance provider. |
Ins. No. | Displays the secondary provider’s insurance number. |
Tertiary | Displays the client’s tertiary insurance provider. |
Ins. No. | Displays the tertiary provider’s insurance number. |
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