Common Reports Overview

Daily Census

• Purpose:  Provides a daily snapshot of clients/residents/members served by the facility and across program levels.

• Includes:  Total counts by day; admissions, discharges, and occupancy levels.

• Use Case:  Monitor daily population changes and ensure accurate staffing and resource allocation.

Ended Enrollment Report

• Purpose:  Provides a complete and auditable record of participants who have exited, completed, or been removed from facility programs within a chosen date range.

• Includes:  Client name, DOB, program name, county, start date, end date, last stage, total days, and end reason.

• Use Case:  Track program stage transitions and coordinate post-discharge care and documentation.

Facility Roster

• Purpose:  Displays a comprehensive list of all individuals currently residing or receiving services at the facility.

• Includes:  Names, room and bed assignments, and program stage levels.

• Use Case:  Support internal coordination, emergency planning, and administrative reporting.

SNAP/Food Stamp Census

• Purpose:  Summarizes SNAP/Food Stamp benefits eligibility and enrollment status for clients.

• Includes:  Currently tracks SNAP/Food Stamp benefits, eligibility, application, and status for clients. 

• Use Case:  Assist with tracking and coordination of SNAP/Food Stamp benefits.

Pending Insurance Report

• Purpose:  Summarizes insurance eligibility and enrollment status for individuals in the facility.

• Includes:  Currently tracks individual insurance benefits, eligibility, application, and status.

• Use Case:  Assist with tracking and coordination of insurance benefits.