Client Warnings

In various places the system will display a client warning, which is a potential issue with a client that somebody probably ought to take a look at. On the Dashboard the client warnings are displayed in the Client Summary section. The easiest way to get a list of clients with a particular warning is to double click a column in that section. If the client has a warning it is also displayed at the top of the client's chart.

Name	Description
None	Client should be good to go.
Stale	Client does not have a recent final encounter.
PlanDue	The client's service plan is about to expire.
NoPlan	The client does not have an active service plan.
NoAssess	The client does not have a final assessment.
NoPreauth	The client does not have an active pre-authorization.
PayerDue	One of the client's payers is about to expire.
PayerExp	One of the client's payers has expired.
NoPayer	The client does not have an active payer.
Discharged	The client has a discharge date set in the past but is still set as active.
Unsettled	Viewable by clerks and admins by using "View PriorAuths" for a client. The client may need an ODMHSAS LOC/LOT or may be perfectly fine and just need IsSettled and IsAuthorized set to Yes.