The Client Community Relationships Report will show you a list of all clients linked to a community payer, and the community payer(s) they are linked to.

To run this report hover over Reports in the main menu, then select Client from the pop-out menu, as shown.

Select Client Community Relationships from the list as shown.

This will open the report and allow you to filter the data as needed.

The following filters are available:

Office Name

This will allow you to choose which office to view, if you have more than one. If you have only one office, it will be preset.

Client Name

This will allow you to choose which client or clients to view. Multiple or all clients can be selected if required.

Community Name

This will allow you to choose which community payer or payers you wish to see. Multiple or all types can be selected if required.

Care Coordinator

This will allow you to choose which care coordinator's clients you wish to see. Multiple or all care coordinators can be selected if required.

Once you have set your filters, select View Report to generate the report. The report will show as follows.

You will see a list of clients, showing their first and last names, their care coordinator and the community payer they are linked to. If they are linked to more than one community payer, you will see a separate line for each. If the report has more than one page, you can use the options at the top of the page to navigate. You can also search within the report or download it as an Excel, CSV or PDF file using the save button.


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