Recertifications

Description:

This report lists all past and upcoming recertifications required within the selected date range.

Use:

This report can be used by the agency to view when clients have recently been recertified or will require recertification.

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.

Date From

The first date of a selected range of dates.

Date To

The last date of a selected range of dates.

Sorting

This report can be sorted by:

Field

Description

Client Name

Sorts the report by client name in ascending or descending order.

Blank if unknown.

Recertification Date

Sorts the report by recertification date in ascending or descending order.

Report 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.

Physician

The client's primary physician (last, first).

Manager

The client's manager (last, first).

Status

The client's status.

SOC

The client's start of care date.

Recert

The client's recertification date.

Total Clients

The total number of clients on the report.

Sample Report

 

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