Client Tracking List

This list will give you a list of clients who have a specific tracking code assigned to them in the Client Master. The list will include the client number, client name, tracking item, date added, and comment.

NAVIGATION: LISTS menu > Rep Payee Lists > Client Listing

1. Tracking Code: enter or select the tracking code you want to review, i.e., CP
2. Description: when a valid tracking code is selected, the description will appear, i.e., CPAP Machine
3. Place a check mark in the NOTIFY box and click the RUN REPORT icon.
4. Preview, print, or save the report (see Report Preview, Print and Save Options)
5. The header will display the description of the tracking item selected.

See Also Client Master - Add Tracking Items

12/2023

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