Client Status Report

Population census

Report Overview

The Client Status Report, accessible via the Administrative Reports section of the Reports page, provides a comprehensive overview of your agency’s current caseload, categorized by their administrative standing. This report is essential for monitoring the distribution of active, pending, and inactive clients. The Client Status Report summarizes the status of every customer in your system.

Unlike the "Active Customer Report," which filters for live cases only, this report includes all historical and pending records, making it the primary tool for census reconciliation and high-level caseload audits.

Column Definitions

The report grid features the following columns to help you identify and sort your client base:

Column Name	Description
Customer ID	The unique internal system identifier for the client.
DDD ID	The state-issued Division of Developmental Disabilities ID number (for applicable programs).
Customer Name	The full legal name of the client.
Status	The current administrative state of the client (e.g., Active, Pending, On Hold, or Terminated).
Start Date	The date the client originally began receiving services from your agency.
End Date	The date services were concluded (if the client is inactive or terminated).
Assigned To	The primary staff member or Case Manager responsible for the client's file.

Grid Control Icons (Top Right)

Use the interactive tools in the top right of the Client Status Report to manage large datasets:

• Columns: Toggle fields on or off. For a quick census check, you might hide "ID" and "Start Date" to focus strictly on "Name" and "Status."

• Filters: Use this to isolate specific groups—for example, filtering the Status column to show only "Pending" clients to check on onboarding progress.

• Density: Switch to "Compact" view to see more client records on a single screen without scrolling.

• Export: Download the full list as a CSV. This is frequently used for monthly board reports or internal productivity meetings.

• Save View: If you prefer to see your "Active" clients at the top of the list, apply a sort and save the view for future use.

Administrative Best Practices

• Census Reconciliation: Run this report weekly to ensure that your "Active" count in Fieldworker matches your external billing and authorization records.

• Onboarding Tracking: By filtering for "Pending" status, administrators can identify clients who have been entered into the system but have not yet started services, helping to spot bottlenecks in the intake process.

• Staff Load Balancing: Use the Assigned To column to see how many clients are currently linked to each coordinator or manager, ensuring an even distribution of work across your team.