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Disclosures Completed/Pending - Cal-PM

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Generate a report that details client disclosure activity, as entered in the Disclosure Management form.

  1. Go to: Avatar PM > Client Management > Disclosure Management
  2. In the Report Type field:
    • Select Completed to run a report that lists the information disclosures that have been completed.
      Note: To be included on this report the Disclosure Date field must contain a value (Disclosure Management form, Disclosure section).
    • Select Pending to run a report that lists information requests that have not yet been completed.
      Note: The disclosure date was not entered (Disclosure section, Disclosure Management form).
  3. In the For All or Individual Client field, select to include all clients or an individual client in the report.
  4. If Individual is selected, in the Client Search field, enter the client name or ID, and select.
  5. In the Sort By field, select how to sort the report display.
  6. In the Disclosure Date Start and Disclosure End Date fields, enter the dates to filter the report display.
  7. In the Request Date Start and Request End Date fields, enter the dates to filter the report display.
  8. Select Process. 
► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.