Clients by Eligibility Report

1. What does this feature do?

The Clients by Eligibility report displays specific insurance and eligibility data related to patients. This report only shows actual patients that belong to the current location.

2. Who is this for? (Roles & Permissions)

Any Role with permission to update clients and view all clients.

• Super Admin: Can view and edit this report in their assigned locations.
• Admin: Can view and edit this report in their assigned location.
• Owner: Can view and edit this report in their assigned location.
• Manager: Can view and edit this report in their assigned location.

3. Business Rules & Enforcements

• Rule 1: Only visible for roles with “update_clients” and “view_all_clients” permissions.

4. UI Placement

1. Reports > Management > Clients Communication Report

5. How-To Guide (Step-by-Step)

1. From the main dashboard, navigate to Reports > Management in the main menu.
2. Click the Clients by Eligibility Report button.
3. Select the desired options from the dropdown filters: Month, Client Status, and Manager.