Calendar by Client

Description:

This report displays a calendar containing scheduled visits for clients within the selected date range.

This report can be used by staff and the agency to view the frequency and scheduling of visits for specified clients.

N/A

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Service	The selected service.
Client	Client by name (last name, first name) or Sandata Client ID. When a partial name is entered the report displays results that begin with the entered characters.
Admit Types	The code for the client's admission.
Event Status	The event status.
Date From	The first date of a selected range of dates.
Date To	The last date of a selected range of dates.

Each column of the report displays:

Field	Description
Client Name	The client's name (last, first).
Chart ID	The client's Chart ID number.
Client Address	The client's primary address.
Client Phone	The client's primary phone number.
Scheduled Visit Times	The scheduled times for the visit.
Staff Name	The staff member's name (last, first).