Client Address Listing

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
Agency Added	the date the client was added to the agency
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	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
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