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 the cases that were opened under you during a date range. 

As an Administrator:

You will see all the cases opened & assigned to any staff member and the date range you selected. 

Run the Report

  1. Click on Reports in the primary navigation bar
  2. Click on Open Cases under the Cases & Notes section
  3. Set the Date Range
  4. Click Run Report


 
 

 
 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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