Holds By Reason

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.

Sample Report

Graphical user interface, text, application

Description automatically generated

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