Active Customer Report

Population census

Report Overview

The Active Customer Report, found under the Administration tab, provides a real-time, comprehensive census of every client currently receiving services from your agency. This report is essential for demographic analysis, state reporting, and maintaining an accurate active caseload. The Active Customer Report consolidates all primary data points from the Customer Profile into a single exportable grid. Unlike the "Status Report," which includes inactive files, this view is strictly filtered to show your current live census.

Column Definitions

This report contains the most extensive list of columns to ensure all required audit data is available at a glance:

Column Name	Description
Customer ID	The unique internal database identifier for the client.
Customer Name	The full legal name of the client.
Gender	The client's gender as recorded in their profile.
Customer Address	The primary residence on file.
Customer Phone	The primary contact number for the client.
Customer Email	The primary email address for the client.
Customer Acquired Date	The date the client originally started services with your agency.
Renewal Date	The date the next annual review or plan renewal is due.
Medicaid Eligible	A Yes/No indicator of current insurance status.
Medicaid ID	The client's unique 12-digit Medicaid identification number.
Waiver Program	The specific state program (e.g., Supports Program, CCP).
Primary Diagnostic Code	The primary ICD-10 or diagnostic code on file.
Medicaid End Date	The expiration date of the current Medicaid eligibility period.
Agency Assign Date	The date the client was officially assigned to your agency's care.
County	The New Jersey county of residence (used for regional rate adjustments).
Last Annual Visit	The date the most recent annual face-to-face assessment occurred.
DDDID	The Division of Developmental Disabilities identification number.
Sign Page Date	The date the most recent service agreement/plan was signed.
DDD Tier	The assigned budget tier (e.g., Tier A, Tier B) for the client.
DDD Plan ID	The specific identifier for the current ISP/Plan in the state system.

Grid Control Icons (Top Right)

Use these tools on the Administration Reports page to manage this data-heavy view:

• Columns: Because this report has many fields, use this icon to hide non-essential columns (like Email or Gender) when performing a specific audit on Medicaid IDs.

• Filters: Quickly isolate clients within a specific County or those assigned to a specific Waiver Program.

• Density: Set to "Compact" to view as many clients as possible on a single screen.

• Export: Use this to generate a full agency census in CSV format for state annual reporting or internal meetings.

• Save View: If you frequently use this report for "Tier" analysis, save a view that places the DDD Tier and Medicaid ID columns at the front.

Administrative Best Practices

• Clean Census: Regularly review the Medicaid End Date column to identify clients who may be at risk of losing eligibility.

• Geographic Planning: Filter by County to help your scheduling team assign staff to clients who are geographically close to one another.

• Audit Readiness: Keep a "Saved View" of this report that includes only the columns required for your specific state licensing body (e.g., Name, DDDID, and Last Annual Visit).