Clients Communication Report

1. What does this feature do?

The Clients Communications report displays a history of interaction and notifications with the parent of the patient during a selected month of a selected year. 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 Communication Report button.
3. Select the desired options from the dropdown filters: Month, Client Status, and Manager.