Active Client Contacts

Description:

This report displays all contacts and designees associated with a client.

Use:

This report is used to review the current state of a client’s contacts and designees. Contacts are for reference only, but designees may have privileges to use the system on behalf of the client. This report helps the responsible entity manage client designees to ensure that access is not permitted if it is not appropriate. If the current system configuration does not support designees, only contacts are displayed on this report.

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)
Service	the selected service(s)
Client	client by name (last name, first name) or Sandata client ID 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.

Report Output

Each column of the report displays:

Columns	Description
Account	the provider agency's Sandata EVV account number
Account Name	the account name
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.”
Contact: Type	the type of contact (e.g. Contact or Designee)
Contact: Relationship	the relationship of the emergency contact to the client
Contact: Name	the name of the client’s emergency contact
Contact: Email	the email address of the client’s emergency contact

Sample Report

Active Client Contacts - Sample