Client Inquiry - PM
Generate a report on client information that has been entered throughout the system. This form only allows you to report data from the forms you have permission to access (set up in the User Definition form).
Avatar PM > Client Management > Census Management Reports > Client Inquiry
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In the Client Option field, select the form to query for data. This list displays all forms having the same or lower security level as the user.
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In the Individual Or All Clients field, select All or Individual clients to be included in the report.
If Individual is selected, in the Client field, enter the client name or ID, and select. -
If applicable, in the Individual Or All Episodes field, select All or Individual client episodes to be included in the report.
If Individual is selected, in the Episode Number field, select the episode. -
In the Inquiry Start Date field, enter the report start date.
The start date should be no later than the client’s admission date to ensure all historic data is included in the report. -
In the Inquiry End Date field, enter the report end date.
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Click Process.
The report can be generated for the following forms (if user permissions provide access):
- Admission Referral Information
- Admission
- Attending Practitioner
- Bed Assignment
- Bed Reservation
- Call Intake
- Diagnosis
- Discharge Alert Input
- Discharge
- Emergency Contact Information
- Expected Leaves
- Financial Investigation
- Group Member Assignment
- Leaves
- Legal Status
- Managed Care Authorizations
- Medical Diagnosis
- Next Of Kin
- Other Practitioner Assignment
- Outside Providers
- Parent/Guardian Information
- Patient Conditions
- Patient Notification
- Pre Admit Discharge
- Pre Admit
- Previous HealthCare Services
- Program Transfer
- Return From Leaves
- Substance Abuse History
- UB-92/UB-04/837I Billing Maintenance Screen
- Update Client Data