The Client Referral History Report provides details of when Client Profiles were first captured on the system along with their first episode of Care. The report illustrates these details regardless of the Clients status.
|
Search Parameters |
Definition |
|
Group |
Allows you to search by Group |
|
Client |
Allows you to run this Report by individual Clients and the default for this will illustrate results for all Clients |
|
Columns In Report |
Data Displayed |
|
Client Name |
Name of Client |
|
Ref RCVD |
Date the Client was first captured on the system and a profile was created for them, regardless of the status of the Client |
|
First Contact |
Date the a Referral was captured for this Client either via Client Profile Referral screen or via the CRM Module > Referral tab |
|
First Episode of Care |
Date of the first Completed Task for the Client |
|
Service Plan Submitted |