Permissions: Therapist can run this Report for their own Cases, Administrators or higher can see ALL Cases.
Set Report Parameters (Filter)
- Click Reports in primary navigation bar and click Assigned Cases under Cases & Notes section.
- Set Filters:
- Select Assigned Staff.
- Set Date Range.
- Click Run Report.
Note: Change the number of Clients shown per page (10, 25, 50 or 100) by clicking desired unit at top of report.
Read the Report
- You can Search the Report for a specific name or word. i.e. Status, Client Name, Service Type, etc.
- From left to right, you can see:
- Case Name
- Assigned Staff
- Case Created By
- Assigned Date
- Case Status
Download Report
Once you have run the Report, you can copy or download the CSV, Excel, and PDF version directly to your computer.
- Click the CSV and PDF button on the upper right tab.