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