Detail of Visits By Client and Program - Cal-PM

Generate a detailed service report sorted by program and client.

1. Go to: Avatar PM > Services > Service Reports
2. In the Include Services Starting field, enter the report start date.
3. In the Include Services Through field, enter the report end date.
4. In the Select The Programs To Be Included field, select the programs.
5. Select Process.
   Result: The report information is obtained from the following forms:

• Pre Admit
• Registration
• Post Residential/Inpatient Worklist
• Post Partial Hospitalization/Day Worklist
• Client Charge Input (Charge Fee Access)
• Client Charge Input (Charge Fee Access and Diagnosis Entry) 
• Service Panel Charge Input
• Post Staff Member Schedule (for services entered in Appointment Scheduling forms)
• Post Staff Activity Log (for services entered in Appointment Scheduling forms)
• File Import