Case List Spread Sheet w/ Demographics and Case Information
Case List Report
This report will show Active or Inactive cases that have a referral date falling in the selected date range, as well as details and demographics pertaining to the patient's case.
Where toGo
To find the Case List report, you will need to navigate to Reports --> General --> Case List.
How to use the report?
The Case List report will show all of your active or inactive patients based upon a selected referral date range.
1. Select the apropriate date range for your search
**If you want to show all patients within the system, select the All Dates checkbox
**If you want to show all patients within the system, select the All Dates checkbox
2. Specify the Facility and Patient Type.
3. Choose Active, Inactive, or both.
4. Select Show Details checkbox to show more information about each patient.
5. Press Get Results.
Show Details:
By Selecting Show Details, you will generate a report that contains a lot more key information that you may want to know about the patients. This list would include things like
- Insurance Information
- Referral Source
- Email Addresses
- Case Managers
- Follow Up Date & Status
- Next Eval Date
As well as a lot of other patient information. Please note, you will need to use the horizontal scroll bar at the bottom of your web browser in order to see all of the columns within the report.
**All Column Headers are click sortable, meaning you can sort the report by the specified column in alphanumerical order by clicking on the header.
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