Support Coordination Client List - filter and sort columns
This section provides an overview of how to Filter and Sort your clients on the Support Coordination Client List.
Support Coordination Client List Overview
Note: The Support Coordination Client List displays records of all Support Items for clients that meet the following criteria:
- A Client Profile Service Type of Support
Coordination Client.
- The Client Profile has an assigned Support
Coordinator.
- The Client which Service Contract has one of the Support Coordination Items in their Service Support table.
The Support Coordination Client List shows all support item records of the latest New or Active Service Contract by default.
Screen Filters
The screen can be filtered using a combination of the following:
- Search Client by Name
- Support Coordinator
- Service Contract Status
- Case Note Activity
- Page View
The selected filters will NOT persist if user refresh or navigate to other pages.
Use the Clear Filter button to clear any preset Filters selected.
1. Search Client by Name
Enter the client's first or last name to search for them.
2. Support Coordinator dropdown list
Depending on your user permissions, this list will either show only your name, the name of Support Coordinators within your region, or all Support Coordinators in your Organisation.
You can filter (All) to view data related to all available Support Coordinators, or select and view data related to a specific Support Coordinator.
3. Service Contract Status
This contains all available Contract status in the system.
Depending on your user selection, this filter will display support items records based on their service contract's current status in the system.
You can filter by Active/New (default) to view the latest Active or New Support Coordination Service Contracts, or select Inactive to view only Inactive contracts.
Clicking Clear Filter will reset the selection to Active/New. The client list will update automatically based on your choice.
4. Case Note Activity dropdown list
The options displayed in this list are based on the Support Coordination alerts set up within your Sentinel Settings. To find out more about setting up your Support Coordination alerts, please view the Sentinel User Guide.
Based on your Sentinel settings, you can choose to view clients have not had any case notes created for them during the last 7, 14, 21 or 28 days.
For Example, select "No Case Note Created in Past 7 Days Alert" to view all clients and support items which have not had any case notes created for them in the last 7 days.
Note: The Activity Dropdown list only displays alerts that have been enabled in the Sentinel Support Coordination Alerts Settings. If no Alerts have been enabled, the filter will not display.
5. Page view
You can choose to display 100, 200, or up to 500 records on the screen.
Total items number displays below the list on the left side.
Sort functions
You can sort data across various columns to streamline your work and find information more efficiently. This helps you to manage and navigate through client data, making it easier to track your client's progress, manage contracts, and more.
Locate the column you want to sort the list by, and click on the column name. This will activate the sort function, and a small arrow icon will appear next to the column header, indicating the sort direction.
By default, the Support Coordination Client List is sorted ascending by Client Name. However, users have the ability to sort data in ascending or descending order, or from newest to oldest, for certain columns.
Columns with Sort Functionality
- Client: Sorted alphabetically by default (ascending). Clicking on the header will toggle between ascending (A-Z) and descending (Z-A), based on the client's first name.
- Support Item No.: Sort by Support Item numbers, in ascending or descending order.
- Mgmt Style: Sort by management style in ascending or descending order.
- Contract Status: Sort clients by contract status, from active to inactive or vice versa.
- Hours Total: Sort the total number of hours in ascending or descending order.
- Plan Start: Sort by the start date of the plan, from earliest to latest or vice versa.
- Plan End: Sort by the end date of the plan, from earliest to latest or vice versa.
- Referral Date: Sort by the referral date, from newest to oldest or vice versa..
- Progress Report: Sort progress reports by date, from newest to oldest or vice versa.
- Review Submit: Sort by the date the review was submitted, from newest to oldest or vice versa.
To increase search efficiency, combine filters and Sort columns
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