Open Cases Report

  Permissions: Therapist can see their own Cases, Administrators or higher can see ALL Cases.

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

Set Report Parameters (Filter)

1. Click Reports in primary navigation bar and click Open Cases under Cases & Notes section.
2. Set Filters:
   • Set Open Case Date Range.
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. 

   

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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 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.
     

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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.
   

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