Annual Review Insurance Type Review Custom Report

Modified on Fri, 01 Apr 2011 17:31 by CAREWare Help Desk — Categorized as: Custom Reports, FAQ

The Annual Review Insurance Type Review Custom Report is used to determine if there are any clients who have an insurance type selected, but not reported due to a bug in the Annual Review Rollover feature of CAREWare. This bug affects all version 5 builds up to and including build 554.

You can create the report with the following criteria:

Report Type: Demographics

Field Selections:

Name Sort = Ascending

Filter Criteria:

Image

If the report returns any clients, then you will need to apply the Annual Review Rollover Hotfix.

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