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
- Click on Reports in the primary navigation bar
- Click on Open Cases under the Cases & Notes section
- Set the Date Range
- 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