Holds By Reason
Description:
This report displays all client holds that occurred during a selected date range. The report includes the client’s name and information, the date of the hold and the reason for the hold.
Use:
This report can be used to quickly reference holds that occurred during a selected date range, or all clients associated with a specific hold.
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. |
Admit Type | Use this dropdown to select the admission type. |
Team | Use this dropdown to select the team. |
Reason | Use this dropdown to select the hold reason. |
Date From | Use this field to search for clients beginning on this date. |
Date To | Use this field to search for clients ending on this date. |
Report Output
Each column of the report displays:
Field | Description |
---|---|
Client Name | Displays the client name. |
Chart ID | Displays the chart ID. |
Hold Date | Displays the hold date. |
SOC | Use this dropdown to select the team. |
Physician | Use this dropdown to select the payor. |
Hold Reason | Use this dropdown to select the manager. |
Total Clients By Reason | Use this field to search for clients beginning on this date. |
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