Schedules by Client Weekly

Description:

This report displays scheduled visits for clients matching the dates and terms selected with the filters. The report includes the client and staff member’s names, the date and service being performed and in or out times if the visit has already been performed.

Use:

This report can be used to quickly reference scheduled visits for a client or clients for a selected date range.

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.
Team	Use this dropdown to select the team.
Client Status	Use this dropdown to select the client status.
Client	Use this dropdown to select the client.
Coordinator	Use this dropdown to select the coordinator.
Manager	Use this dropdown to select the manager.
Staff Manager	Use this dropdown to select the staff manager.
Disaster Level	Use this dropdown to select the disaster level.
County	Use this dropdown to select the county.
Cluster	Select this checkbox to filter results by cluster.
Admit Types	Use this field to select the admission types.
Payors	Use this field to select the payors.
Service	Use this dropdown to select the service.
Event Status	Use this dropdown to select the event status.
Date From	Use this field to enter the start of the date range.
Date To	Use this field to enter the end of the date range.
Time From	Use this field to enter the starting time of day.
Time To	Use this field to enter the ending time of day.

Report Output

Each column of the report displays:

Field	Description
Staff	Displays the assigned staff member.
Date	Displays the date of the visit.
Service	Displays the service being performed.
In	Displays the call in time of the visit.
Out	Displays the call out time of the visit.
Total	Displays the total hours of the visit.
Status	Displays the visit status.
Notes	Displays any notes associated with the visit.

Sample Report

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB