How to create a list of active and archived clients

Question:

How can I pull the "Active Participants" list only? Is there a way to get an "active client list" that shows DOB, SS, etc.? 

Conditions:

To start you would first need to change the status of clients who have been discharged from active to archive.

Recommend watching - How to Archive Clients (Video) if you are unfamiliar with how this is done. You will need to have Super Admin rights to complete this task.

Recommend watching - Data Query with Export to Excel (Video) if you are unfamiliar with how this is done. You will need to have Super Admin or Admin rights to complete this task.

Solution:

Once you have moved all discharged clients from active to archived you will be able to run a data query filtering out all clients with a True (archived) client from your list. You will need to have Super Admin or Admin rights to complete this task.

Creating a report to show all active and/or archived clients

Open Data Query

Step #1 – Set Query Type to – Client Intake

Step #2 – Set Sub Type to – All Clients

Step #3 – Set Saved Queries to – New Query

Step #4 – Type in a New Query – IE. Active Client List

Click [Next>>] button

Step #5 – Move the following data field from Available column to Selected column

Click [Next>>] button

Step #6 – Click the [Save] button to keep your setting for future use

Step #7 – Click [Preview] button (for a quick view on screen)

Step #8 – Click [Save to Excel] button to export results to Excel

This example shows both archived and active clients on the list

Screenshot from Step #7 – FALSE = Active Clients / TRUE = Archived Clients

Note: To get back to the previous screen look for the [OK] button at the bottom of your preview list.

These steps will show only active clients on the list. - Added steps to show only Active clients

Step a) Click [Add Criteria] button

Step b) Select Archived

Step c) Click [Add] button

Step d) Under Criteria dropdown select {is false}

Step e) Click [Save] button

Step f) Click [Preview] button

Screenshot – FALSE = Active Clients

Note: To get back to the previous screen look for the [OK] button at the bottom of your preview list.

For additional questions, contact AccuCare Support at 800-324-7966 or email [e-mail] and we will be happy to assist you!