Cube: Clients

Use this cube to report on individual clients' demographic information, risks, medical history, contacts and emergency contacts, associated employees and experienced employees, custom bill rates vs actual bill code rates, and admission, revision, or discharge dates. You can also draw information from the following dimensions: 

Branch, Branch rollback, Client, Client Cost Centre, Tag

Fields

ADLs:

• Has ADLs

Client demographics information (in Client Profile>Demographics):

• Client Firstname
• Client Lastname 
• Client Full Name 
• Client UID
• Client Group Name: if the client belongs to several groups, they will be listed in separate rows/columns.
• Client Birthday
• Client Age Range: calculated based on the birthday
• Client Age: calculated based on the birthday
• Client Health Card Number: form context field
• Client Health Card Version: form context field

Client risks (in Overview>Risk Assessments):

• Client Risk Name
• Client Risk Category
• Client Risk Severity
• Client Risk Creation Date
• Client Risk Revision Date
• Client Risk Employee Creation Firstname
• Client Risk Employee Creation Lastname

Client medical history (in Client Profile>Care Documentation: note that care plan fields do not yet account for Care Plans 2.0):

• Client Medical History Diagnosis
• Client Medical History Treatment
• Client Medical History Start Date
• Client Medical History End Date
• Client Medical History Notes
• Client Family Medical History
• Client Family Medical History Other
• Client Care Plan Type
• Client Care Plan Name
• Client Care Plan Completed
• Client Care Plan Completion Date
• Client Care Plan Creation Date
• Client Care Plan Employee Creation Firstname
• Client Care Plan Employee Creation Lastname
• Nutritional Requirements
• Functional Limitations
• Activities Permitted
• Mental Status
• Prognosis
• Past Medical History Diagnosis
• Past Medical History Treatment
• Past Medical History Start Date
• Past Medical History End Date
• Past Medical History Notes
• Infectious Disease Name
• Infectious Disease Notes
• Infectious Disease Start Date
• Infectious Disease Name End Date 
• Past Surgery and/or Treatments Procedure
• Past Surgery and/or Treatments Details
• Past Surgery and/or Treatments Notes
• Past Surgery and/or Treatments Start Date
• Past Surgery and/or Treatments End Date 
• Recent Hospitalizations Reason
• Recent Hospitalizations Notes 
• Recent Hospitalizations Start Date
• Recent Hospitalizations End Date 
• Immunization History Type
• Immunization History Date
• Immunization History Booster Date 
• Allergies Name
• Allergies Type
• Allergies Date
• Allergies Severity
• Allergies Treatment 

Client portal users (as shown in Coordination>Portal Access in the client profile):

• Client Portal User First Name
• Client Portal User Last Name
• Client Portal User Email
• Client Portal User Phone Main
• Client Portal User Last Login (date and time of last login to the family portal)
• Client Portal User Role
• Client Portal User Access (either Granted or Revoked)

Client contact and emergency contact information (in Coordination>Contacts):

• client contact ID
• Client Contact Firstname
• Client Contact Lastname
• Client Contact Address
• Client Contact Address 2
• Client Contact City
• Client Contact State/Province
• Client Contact Postal Code
• Client Contact Country
• Client Contact Phone
• Client Contact Relationship
• Client Contact Type
• Client Contact Email
• Client Contact Status
• Client Contact UID
• Client Contact ID
• Client Contact Import ID
• Client Emergency Contact Firstname
• Client Emergency Contact Lastname
• Client Emergency Contact Address
• Client Emergency Contact Address 2
• Client Emergency Contact City
• Client Emergency Contact State/Province
• Client Emergency Contact Postal Code
• Client Emergency Contact Country
• Client Emergency Contact Phone
• Client Emergency Contact Email
• Client Emergency Contact Position

Associated employee information (in Coordination>Associated Employees):

• Associated Employee Firstname
• Associated Employee Lastname
• Associated Employee Status 
• Associated Employee Job Title
• Associated Employee Continuity
• Association Status
• Associated Employee Description

Experienced employee information (in Client Profile>Scheduling):

• Experienced Employee Firstname
• Experienced Employee Lastname
• Experienced Employee Status
• Experienced Employee Job Title
• Experienced Employee Continuity

Client custom bill rates (in Client Profile>Accounting):

• Client Special Rate Bill Code
• Client Special Rate Bill Code Description: the bill code name
• Client Special Rate Funder Code
• Client Special Rate: the client custom rate
• Client Special Rate Start Date: the effective date
• Client Bill Code Disabled: true if the bill code is disabled, false if not

Bill code rates (from Accounting>Bill Codes):

• Bill Code Actual Rate Start Date
• Bill Code Actual Rate

Dates - admission, revision, discharge:

• Client Revision Year
• Client Revision Month
• Client Revision Day
• Client Admission Year
• Client Admission Month
• Client Admission Day
• Client Admission Time
• Client Discharge Year
• Client Discharge Month
• Client Discharge Day

Payor Invoicing information:

• Client Payor Program Name
• Client Payor Program Type
• Contract Start Date
• Contract End Date
• Contract is Taxable
• Contract Number
• Contract Reference Number
• Contract Claim Number
• Contract Insurer Contact Name
• Contract Insurer Phone
• Contract Insurer Fax
• Contract Insurer Email

Measures

• Client Distinct Count
• Client Visit Count
• Client Length Of Stay Sum
• Client Length Of Stay Avg