Description

Lists agency clients with their home and work phone numbers.

Report Columns

  • Name – Client name
  • Chart/File # - Client’s chart/file #
  • Status – Admission status
  • Gender – Client’s gender
  • Primary Worker – The worker that is assigned to the client’s latest admission, if any.
  • Residential Phone – Client’s home phone #
  • OK to Call? – Indicate whether it is ok to call the client at the home phone #
  • OK to Leave Message? – Indicate whether it is ok to leave a message for the client at the home phone #
  • Business Phone – Client’s work phone #
  • OK to Call? – Indicate whether it is ok to call the client at the business phone #
  • OK to Leave Message – Indicate whether it is ok to leave a message for the client at the work phone #
  • City – Client’s city of residence
  • Postal Code – Client’s postal code

Note: For non-admitted clients, the clients’ last entered city and postal code are displayed. For admitted clients, the clients’ city and postal code at the time of admission are displayed.

Parameters

  • Admission/Program Date - specifies the admission or program start date range to report on. If the report is run in the Admission Level, all admissions within the date range will be included in the report. If the report is run by program id, all programs that were opened during the date range will be included.
  • Admission/Program Site – specifies the admission/program site to which the clients were admitted. Users can enter “*” for all sites.  Note: The admission site is the same as the program site.
  • Program ID – specifies the agency program that the clients must be registered in. Users can select Admissions to include all programs.
  • Current Admission Status – specifies the current admission status of the clients. The available options are Open, Pending, Closed, Incomplete or All for all statuses.  Note: This parameter value is not applicable if a program ID is entered.
  • Current Program Status – specifies the current program status of selected program. The available options are Open and Terminated.  Note: This parameter value is not applicable if Admissions is selected in the Program ID parameter.

Sub-reports

None.

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