Client Termination Report

Population census

Report Overview

This report consolidates all data related to the end of a service relationship. It is primarily used to ensure that terminations are documented with a valid reason, which is often a requirement for state audits (such as NJ DMAHS) and internal census management. The Client Termination Report, found within the Administration Reports tab, is a critical compliance and operational tool used to track and audit the discharge or transfer of customers from your agency's care.

Column Definitions

The report grid contains the following specific columns:

Column Name	Description
Customer ID	The unique internal database identifier for the client.
DDD ID	The Division of Developmental Disabilities identification number (specific to NJ Medicaid/DDD programs).
Customer Name	The full legal name of the client being terminated.
Customer Status	The final status of the client (e.g., Terminated, Discharged, or Inactive).
Transfer Out Date	The official last day of service or the date the file was closed.
Transfer Out Reason	The specific justification for ending services (e.g., Moved out of state, Switching providers, Deceased, or Goal Met).

Key Features & Actions

• Audit Trail: This report serves as the primary evidence during an audit to show why and when a client stopped receiving billable services.

• Filtering by Date: Use the Date Range Picker at the top of the Administration Reports page to view terminations for a specific month, quarter, or year.

• Exporting Data: Like all administrative reports, you can use the Export icon to download this list as a CSV. This is helpful for sending "Discharge Summaries" to state coordinators or MCOs.

• Empty State: If you see the message "No rows" (as seen in the current view), it indicates that no customers have been moved to a "Terminated" status within the selected date range.

The Administration Reports section includes a standardized set of interactive tools located in the top right corner of the data grid. These icons allow you to customize, filter, and export your report data without changing the underlying database.

Grid Control Icons

Icon	Name	Function
![columns_icon]	Columns	Opens a checklist where you can toggle individual columns (e.g., DDD ID or Transfer Reason) on or off to simplify your view.
![filters_icon]	Filters	Enables granular searching within specific columns. For example, you can filter the "Customer Status" column to show only "Inactive" rows.
![density_icon]	Density	Adjusts the vertical spacing of the rows. You can choose "Compact" to see more data on one screen or "Comfortable" for easier reading.
![export_icon]	Export	Allows you to download the currently filtered view. Options typically include Download as CSV or Print, which are essential for physical auditing.
![save_icon]	Save View	Saves your current configuration (visible columns and applied filters) so the report looks exactly the same the next time you open it.

Actionable Tips for Administrators

• Customizing for Audits: Use the Columns icon to hide internal IDs and show only the "Transfer Out Date" and "Reason" before hitting Export for a state auditor.

• Rapid Search: Instead of scrolling, use the Filters icon to type a specific Customer Name or DDD ID to find a single record instantly.

• Starring Reports: Notice the Star Icon next to the report title; clicking this will add the Client Termination Report to your Favorites sidebar for one-click access.