CenterPiece Discussions  > Client Management  > Missing client number & file  
Previous Thread :: Next Thread 
 Author Thread: Missing client number & file
RSchuurman is not online. Last active: 8/15/2024 10:22:22 AM RSchuurman
Joined: 30 Mar 2023
Total Posts: 5
 
Missing client number & file
Posted: 30 Mar 2023 09:27 AM
I was going through old paper client files to pull the ones that we could close and I found one that is not in ekyros at all. The client has a number and did a full intake with a pregnancy test, but I cannot find the client by name or number in the system anywhere. Should I reenter all the forms with the original dates and a new client number before closing? I have no idea how they could have a number listed on the physical file but there be no trace of her online!
brianp is not online. Last active: 12/20/2024 2:47:16 PM brianp
www.ekyros.com
Top 25 Poster
Forum Moderator
Joined: 01 Aug 2002
Total Posts: 1248
 
Re: Missing client number & file
Posted: 30 Mar 2023 10:20 AM
I would try searching by client number (eKYROS FileID) only.

Be sure to click "Clear Filter" in the yellow band that appears below the search criteria first. This will ensure you don't have other filters set. Then search by FileID.

If the client file isn't found you might try running the EMR Audit Control Report (by Entity). It is located under Administration/Reports. Enter the eKYROS FileID and make sure the date range spans multiple years. This report should tell you when/who deleted the file.

If all else fails or if you have questions or need help, I recommend giving us a call @ 469-293-3079.

Thanks.

RSchuurman is not online. Last active: 8/15/2024 10:22:22 AM RSchuurman
Joined: 30 Mar 2023
Total Posts: 5
 
Re: Missing client number & file
Posted: 30 Mar 2023 10:43 AM
Thank you! I will have to get my Executive Director to run that report since I don't have access to the Administration tab. If the file was deleted, is it possible to get it back or should I input all the data again with the original dates?
brianp is not online. Last active: 12/20/2024 2:47:16 PM brianp
www.ekyros.com
Top 25 Poster
Forum Moderator
Joined: 01 Aug 2002
Total Posts: 1248
 
Re: Missing client number & file
Posted: 30 Mar 2023 10:45 AM
We could restore the file from a backup if deleted within last 90 days. But there would be a fee. Feel free to contact us for details. Otherwise, reentering the file would work. It would just get a new FileID.

Previous Thread :: Next Thread 
Page 1 of 1
 
Forums  > CenterPiece Discussions  > Client Management  > Missing client number & file