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 assigned to you in a date range.

As an Administrator:

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

Run Report

  1. Click on Reports in the primary navigation bar
  2. Click on Assigned Cases under the Cases & Notes section
  3. For the Administrator: Set the Assigned Staff and Assigned Date Range. For Therapist set the Assigned 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 on the upper right.
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