REQUIRED PERMISSIONS: Therapist can see their own cases, Administrators or higher can see all cases.
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Set Report Parameters (Filter)
- Click Reports in primary navigation bar and click Open Cases under Cases & Notes section.
- Set Filters:
- Set Open Case 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. Client Name, Service Type, etc.
- From left to right, you can see:
- The Client(s) who had a Case Opened for.
- The Case name.
- The Service Type listed in the Case.
- The Staff Member assigned to the Case.
- The Case Open Date.
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.