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      [CLNT-101] Case Notes

      Description

      Type of Report

      This report is based on Client Notes - either notes linked to project enrollments or standalone notes.

      Purpose

      [CLNT-101] Case Notes provides a method for case managers to run printed case notes for inclusion in case files. Great care should be taken to secure the printed case notes to protect client privacy.

      Running the Report

      Who Can Run the Report

      Users with access to Client Notes and the correct Agency access may run this report. Additionally, if the originating Agency has turned on sharing for Client Notes, users from another Agency may run the Case Notes report if the Agency has sharing rights with the originating Agency.

      Report Location

      The Case Notes report is a client-based report and must be run from the client's profile screen.

      Parameters

      The following parameters are required to run the [CLNT-101] Case Notes Report:

      • Program(s)
        • There is an option to select "Not connected to a specific program"
      • Report Date Range - The date of the Client Note

      Format

      This report can be produced as:

      • Web page
      • PDF
      • Excel

      Specifications

      Universe

      • Case Notes where:
        • Case Note date is within report date range

      Included Fields:

      Client Profile Information:

      • Name
      • SSN Number
      • Quality of SSN
      • Date of Birth and Age
      • Quality of DoB
      • Unique Identifier
      • Client Photo

      Case Notes:

      • Title
      • Agency
      • Staff creating case note
      • Date
      • Client's Project Stay: Program Name, Program Start and End Date 
      • Case note text

      Updated 2/19/2021