Full Client Export

Description

This report produces a comma separated file or an excel spreadsheet that includes details for all clients for that specific date. This includes all details about the client including demographics, addresses, contacts, and other data points.  If specific client data items are not collected by the program, that field will be blank on the report output.

Use

Use this export to create an easily sortable list of all clients that are in the account for that specific date. This information can also be used to populate a third-party data store including agency management systems, payroll systems and/or a data warehouse.

Fields and Columns

Parameters

Use the following fields to limit the report output to:

Field	Description
Client	Client by name (last name, first name) or Sandata client ID When a partial name is entered the report displays 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

See attached file for column header names and descriptions.

Sample Report

Full Client Export - Sample

• Full Client Export Columns.pdf70 KB