Client Phone List

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.

E-Mail

The client's primary email address.

Sample Report

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