The consumer query listing allows you to run a report based on any field in the system. You could run a report of all active consumers in a facility as of a specific date; report of all consumer who have a specific insurance; consumers who live in a certain county; etc.

NAVIGATION: REPORTS menu > Consumer Query Listing

  1. The following sections are set-up in this query. Click the plus sign to the right of the section heading to expand the list of selections. To collapse the section, click the minus sign.
    1. Consumer Demographics
    2. Service Entry
    3. Authorization
    4. Outside Day Program
    5. Documentation Entry
    6. Job Entry
    7. Display Selection (allows you to customize how the report appears)
  2. Make your selections in the appropriate section.
  3. Place a check mark in the NOTIFY box and click the PROCESS button.
    1. When the report is ready to review, a prompt will appear that says the report is complete. 
    2. Click YES to open the report in a new window.
    3. If you do not click notify, you will need to access the report from your dashboard and it will open in the same window.
  4. If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
    1. The report will display on the screen and the file will be available on your dashboard so you can download/save it to your computer.
  5. Preview, print, or save the report (see Report Preview, Print and Save Options)

11/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388