Client Listing
This report will give you a list of clients setup in the Client Master. The information pulls from the Client Master. If any edits are needed, update the Client Master record.
NAVIGATION: LISTS menu > Rep Payee Lists > Client Listing
- Pay Group: enter or select the paygroup you want to review the client list; leave the field blank for ALL paygroups
- House: enter or select the house (house must be assigned in the Client Master > Main tab)
- Program: enter or select the program (program must be assigned in the Client Master > Main tab)
- Status: the system will default to Active; use the drop down to select Inactive or All (both active and inactive)
- Sort Order: the system will default to Client Number order; use the dropdown to change the sort order by client name or house number
- Report Mode: the summary report includes client, social security number, date of birth, admission date, status, identifying numbers, house and program. The detail report includes the address.
- Place a check mark in the NOTIFY box and click the RUN REPORT icon.
- Preview, print, or save the report (see Report Preview, Print and Save Options)
6/2024