Client Phone List
Description:
This report displays a list of clients and all on-record forms of contact.
Use:
This report can be used by the agency to view routes of contact for each active client.
Limitations:
N/A
Filters
This report can be filtered by:
Field | Description |
---|---|
Company | The selected company. |
Location | The selected location. |
Admit Type | The code for the client's admission. |
Team | The selected team. |
Client Status | The selected client status. |
Staff Manager | The selected staff manager. |
Coordinator | The selected coordinator. |
Sorting
This report can be sorted by:
Field | Description |
---|---|
Client Name | Sorts the report by client name in ascending or descending order. |
ReportĀ 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. |
Home Phone | The client's home phone number. |
Work Phone | The client's work phone number. |
Cell Phone | The client's cell phone number. |
Fax | The client's fax number. |
The client's primary email address. |
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