Pending Hold Schedules CSV Report

Pending Hold Schedules CSV Report

Description:

This report displays a list of all schedules marked as pending or on hold. It exports in a CSV (Excel) format.

Use:

This report can be used by the agency to view schedules in the selected date range that are marked as pending or on hold.

Limitations:

N/A

Filters

This report can be filtered by:

Field

Description

Company

The selected company.

Location

The selected location.

Staff Manager

The selected staff manager.

Coordinator

The selected coordinator.

Event Status

The selected event status.

Date From

The first date of a selected range of dates.

Date To

The last date of a selected range of dates.

Report Output

Each column of the report displays:

Field

Description

Client Staff Mgr.

The client's staff manager.

Coordinator/Supervisor

The client's coordinator or supervisor (last, first).

ClientName

The client's name (last, first).

ChartID

The client's Chart ID number.

Staff (Employee)

The staff member's name (last, first).

VENumber

 

ScheduleDate

The date of the scheduled visit.

Hours

The length of the visit in hours.

ScheduleStatus

The status of the visit.

Service

The type of care provided.

Sample Report

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