Client Reports
Appointments
Filtering Options:
Date Range
Excel spreadsheet fields:
Location
Program
Provider
Event type
Appointment type
Activity
Client id
Group date
Time
Duration
Checked in
No...
Client Roster
You will find the client roster report under the dropdown menu for client report. This report gives all the basic information about a client like Client name, Date of Birth, Location, Gender of...
Comprehensive Report
A comprehensive report gives us a complete report of a client. This has the information about the client's appointment date, time, payor informations, information about the encounter forms with...
Custom Field Report
In alpha, do not use yet
This report to used to generate a customly created reports. You can create a custom report by clicking on the link that says custom report template. Clicking on that link...
Demographic Reports
The demographic report generates a report giving the demographic information about clients for a particular date range.
It generates report to show how many clients are enrolled in a certain...
Patient Medical List
This generates a report with all the client information with certain medical filtering options. This will generate the following fields in the report. Fields like Clients first name, last name,...
Pending Signature Forms
The pending signature form will generate a form with clients pending signature form. This has the following headers Client name, Client ID, Form, Program name, Last ( Last time the form was...
Program Enrollment
Pulls a list of clients based on program enrollment following the following criteria
Filtering options:
Date Range
Locations
Programs
Excel spreadsheet fields:
Program
Location
Client...
Trainings
This will generate a report with all the trainings that have been conducted in a particular date range and about all the clients attending that.
Filtering options:
Training between date range...
Trainings Attended
This report pull the list of trainees who attended the training.
Filtering options:
Training between date picker
Training program
Training location
Excel spreadsheets fields:
ID
Trainable...
Substance Use Assessment Report
This report uses the Substance Use Assessment model. This models allows the creation of a substance use assessment for a number of substances. For each substance, you can add one or more...