Active Clients

Description:

This report lists all active clients and information from the client’s profile including: Santrax ID, name, phone number, city and zip.

Use:

This report provides an overview of all active clients.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

Field	Description
Payer	the selected payer(s)
Program	the selected program(s)
Client	client by name (last name, first name) When a partial name is entered the report will display results that begin with the entered characters.
Client Medicaid ID	clients with the entered Medicaid ID The entered value must be an exact match to a client’s Medicaid ID.
Supervisor	the supervisor code for the client(s) at the provider agency

Report Grouping

Reports are grouped by the following fields. Each change in these fields results in a page break.

Field	Description
Field	Description
Account	the provider agency’s Sandata EVV account number

Report Output

Each column of the report displays:

Columns	Description
Client ID	the Sandata client ID
Client Medicaid ID	the client’s Medicaid ID and/or Alternate Medicaid ID If not available, Payer ID. If newborn support is enabled and the client is flagged as a newborn, is shown as “N.”
Client Name	the client's name
Client SSN	the client's social security number
Phone #	the client’s primary phone number
Address	the client’s primary street address (line 1)
City	the city from the client’s primary address
St	the state from the client’s primary address
Zip	the zip code from the client’s primary address
Latitude	the latitude of the client’s primary address
Longitude	the longitude of the client’s primary address
Client Alternate ID	the value entered in the client’s Other ID field

Sample Report

Active Clients- Sample

• AGG Manual.5.log-269538.zip7 KB