Tag Archives: client list

Report: Clinical Manager Report

Description:┬áThis report displays a list of workers at your site and their clients. It includes the client’s case name and case id, the client’s name, the date the case was created, and the service file open date.

clinical manager report

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Report: Opened/Closed Service File Report

Description: This report displays a list of all clients with service files that are opened and/or closed within a specified date range. It includes case name, case ID, service name, service ID, worker, service start date, service end date (if applicable), and number of days in service.

opened/closed service file report

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