Description

Lists the clients, who were registered in a program during the selected period, by program for the selected program worker(s).

Report Columns

  • Refer to the sub-report.

Parameters

  • Program Start Date Range – specifies the program start date range to report on.
  • Program Worker ID – specifies the program worker ID to report on. Users can enter “*” for all program workers.  NOTE: Users can get the program worker ID’s from the Worker List Report. Inactivated Case Workers will still appear in this list for access to historical records.  This can't be modified.
  • Program Status – specifies the program status criteria. The available options are Registered during Period INCLUDING carryovers, Registered during Period EXCLUDING carryovers, and Terminated during Period.
  • Program ID – specifies the agency programs to be included in the report. Users can enter “*” for all agency programs.

Sub-reports

List of Clients
Lists the clients who were registered in the selected program during the selected period for the selected program worker.

Report Columns:

  • Name – Client name
  • Chart/File # - Client’s chart/file number
  • Admission Date – The date of the admission under which the program is registered
  • Admission # - The admission number under which the program is registered
  • Registration Date – The program registration date
  • Flagged for Follow Up – Indicate whether the program is flagged for follow up
  • Termination Date – The program termination date
  • Reason for Termination – The reason for terminating the program
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