Permissions

TheraNest users with Therapist level permissions and Administrator level permissions can run this report and see two different things. 

As a Therapist:

You will see all assessments that are due by you based on the number of days set. 

As an Administrator:

You will see all assessments that are due by any and all therapists based on the number of days set. . 

Run the Report

  1. Click on Reports in the primary navigation bar
  2. Click on Assessments Due By Therapist under the Cases & Notes section
  3. Set the Days Since Case Opened (Optional: Staff)
  4. Click Run Report

 Fall Off Report

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.

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