Assessments Due by Therapist Report

  Permissions: Therapist can their Assessments due, Administrators or higher can see All Assessments due.

This Report displays all Cases that are missing a Client Assessment in the set Date Range. A Client's Case will be removed from this list (be considered complete) when the Presenting Problem in the Client's Initial Assessment & Diagnostic Codes is filled in.

Jump to Section [Set Report Parameters] [Read Report] [Download Report]

Set Report Parameters (Filter)

1. Click Reports in primary navigation bar and click Assessments Due by Therapist under Cases & Notes section.
2. Set Filters:
   • Set the Date Range - The number of days since the case was opened.
   • Select Staff Member if desired.
3. 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. 

   

[Back to Top]

Read the Report

1. You can Search the Report for a specific name or word. i.e. Client Name, Service Type, etc.
2. From left to right, you can see:
   • The Staff Member assigned to the Case.
   • The Case Name.
   • The Date the Case was Opened.
     

[Back to Top]

Download Report

Once you have run the Report, you can copy or download the CSV, Excel, and PDF version directly to your computer.

1. Click the CSV and PDF button on the upper right tab.
   

[Back to Top]