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.

Did this answer your question?