Staff Assignments Report (Caseload Report)
The Staff Assignment Report is an easy way to review your Staff Caseloads.
About Staff Assignments Report
If you would like to review caseloads by Program or by Staff Member, go to Reports > Staff > Staff Assignments and select the appropriate filters:
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Date Range
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Patient Group
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Grouping By (Staff or Patient)
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Report Detail: Summary/Detailed
- Group by Status(Active, Inactive, both, or select)
Note: The Group by Status filter will only apply to the first Group. The second group will only display active staff or patients.
- Only Kept Appointments and No Appointments in Range checkboxes: Selecting this option will limit the results to assignments where there are no appointments (kept or any, depending on the "Only Kept Appointments" option) within the selected date range. This option is available for the 'Staff' and 'Patient' versions of the report, but not 'Staff (Full)'
Options:
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Page Breaks: Do you want page breaks after each patient grouping?
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Contact Info: Do you want to include patient contact information (phone, address, etc.)?
Fields:
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Staff/Patient (Grouping)
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Patient Contact Information (Optional)
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Staff Name
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Number of kept appointments for staff and patients within a date range
More About Staff Assignments
Staff Assignments Advanced Caseload Assignment