Description: This report provides the number of service files that were open, added, and closed within a specified time frame.
Description: This report provides the number of service files that were open, added, and closed within a specified time frame.
Description: This 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.
Description: This report lists all service files/clients according to Primary Worker. It includes information about service file id, the service and the client, the open date of the service file, and the client’s date of birth.
Report on all clients OR only your clients.
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.
Description: This report displays all profile information for an individual client or for a list of clients.
Report on a list of clients OR one client.
Description: This report provides a summary of all the information of one client’s case, including service file, case profile, and the individual profile. Biannuals can also be included in their entirety.
Description: This report allows you to report on various answers in the biannual documentations for clients. You may report on all biannual documentation collated together (6, 12, 18, etc. month), or on certain periods (ex. 6 month).