Clients |
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Demographics | A grid detailing general contact and address information for the selected people. |
Status | A grid listing all Statuses added within a given date range for the selected people. |
Communication | A grid listing all Communication items attached to the selected people. |
Status Flow | A grid that details the first Potential, Assessed and Active Status dates for each selected person. This grid is a helpful tool for tracking when people became Active, and how long it takes for people to move from first being added as Potential to becoming Active. |
Referrals | A grid listing the people or organizations who referred the selected people to your office. |
Required Dates | A grid listing all Required Dates and their expiration dates attached to the selected people. |
Events | A grid listing all Schedules, Tasks, and Appointments within a given date range involving the selected people. |
Documented Events | A grid listing all Documented Events within a given date range involving the selected people. |
Client Signatures | A grid detailing which Clients have a master signature recorded on their profile. (Captured via the mobile app.) |
Care Plan | Characteristic | A grid listing all Characteristics attached to the selected people. | Home/Health Evaluation | A grid listing Health items attached to the selected people. | ICD Codes | A grid listing ICD diagnosis codes attached to the selected people. | Skill | A grid listing required Skills attached to the selected people. | | A grid listing the care plan duties to perform attached to the selected people. | All Care Plan Notes | A grid listing all care plan notes attached to the selected people. |
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Attached People (Detailed) | A grid detailing other people related to the selected people and the type of relationship. |
Summary of Authorized Hours | A grid that details Clients’ weekly scheduled hours for a given date range. This grid is a helpful tool to quickly compare Clients’ scheduled hours to their maximum authorized hours. Periods (days, weeks, months, years; depending on the selection on each individual Authorization) that start within the filter date range will be included in the grid. |
All Authorizations | A grid listing all Authorizations attached to the selected Clients. |
Attached Detail | Classifications | A grid listing all Classifications attached to the selected people. | Language | A grid listing all Languages attached to the selected people. | Billing Options | A grid detailing the Billing Options for the selected people. | Billing Rates | A grid listing Billing Rates attached to the selected people. | Email | A grid listing Emails sent to the selected people from Companion. | | A grid listing all Extra Information items attached to the selected people. | | A grid listing all Popup Alerts attached to the selected people. | Recurring Events | A grid listing all Recurring Events (Schedules, Tasks, Appointments) involving the selected people. | Location | A grid listing all Location (address) information for the selected people, including primary and secondary addresses. | Notes | A grid listing all Notes attached to the selected people. | Schedule Directions | A grid listing Schedules with distance and travel time to the event. Distance and travel time can be calculated and validated using the grid toolbar. | External IDs | A grid listing all External IDs attached to the selected people. | Security Session | A grid detailing information about security sessions, showing when the selected Clients have logged in to the mobile apps. | Security Mobile | A grid detailing mobile security usernames and settings for the selected people. | Schedule Task Note | | Inquiry Questions | | Interview Questions | |
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