1) Go to Reports > Cases & Notes > Assessments Due By Therapist on the primary navigation.
 
 2) Set the Days Since Case Opened and Staff.


 3) Click Run Report.
 
 
 4) A client's case will be removed from this report once the Presenting Problem section of the Initial Assessment has been completed.


 
 
 Note: You can always set how many clients you can see on the screen by clicking the number of entries on top of the report from 10, 25, 50 & 100.


 
 You can also copy or download the CSV, Excel, and PDF version directly to your computer by clicking the CSV and PDF on the upper right tab.

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