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:

FieldDescription
Payerthe selected payer(s)
Programthe 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.

Supervisorthe 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.

FieldDescription
Accountthe provider agency’s Sandata EVV account number

Report Output

Each column of the report displays:

ColumnsDescription
EVV Active Datethe date the client became active in the system
Client IDthe 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 Namethe client's name
Time Zonethe client’s time zone
Client SSN* (Aggregator Only)the client’s social security number* (Aggregator only)
Phone #the client’s primary phone number
Addressthe client’s primary street address (line 1)
Citythe city from the client’s primary address
Stthe state from the client’s primary address
Zipthe 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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