Description
This report shows all clients and the address, phone number and other information for each client for the selected date.
Use
Use this report to review a list of all clients and contact information.
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 Tab
Reports are grouped by the following fields. Each change in these fields results in a page break.
Field | Description |
---|---|
Account | the provider agency’s Sandata EVV account number |
Report Output
Each column of the report displays:
Columns | Description |
---|---|
EVV Active Date | the date the client became active in the system |
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 |
Time Zone | the client’s time zone |
Client SSN* (Aggregator Only) | the client’s social security number* (Aggregator only) |
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 |
County | the county from the client’s primary address This value is manually entered or received via an interface and is not validated against the client’s address. |
Sample Report
Client Address Listing – Sample
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