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[CLNT-101] Case Notes (New Clarity Interface)

This article explains how to run the [CLNT-101] Case Notes report, which provides a method for case managers to print case notes for inclusion in case files.

Table of Contents

Purpose

This report is based on client Notes, either notes linked to program enrollments or standalone notes. The [CLNT-101] Case Notes report provides a method for case managers to print case notes for inclusion in case files.

Note: Take great care to secure printed case notes to protect client privacy.

Running the Report

Users with the Client Reports access right can run this report. The information returned may be limited by the user's broader access rights and visibility settings.

For this report, users will also need access to client Notes and the correct Agency access. Additionally, if the originating Agency has enabled sharing for client Notes, users from another Agency may run the Case Notes report if that Agency has sharing rights with the originating Agency.

Report Location

The Case Notes report is a client-based report and is run from Reports in the client's record.

[CLNT-101] Case Notes option, shown in the client record

  • Reports appear in the client record's navigation menu, using the Bar Chart icon.
  • The Reports navigation menu item is visible only to users with the Client Reports access right. For a full overview, refer to Client Reports (New Clarity Interface).

To run the report:

  • Click Reports in the client's record.
  • Locate [CLNT-101] Case Notes in the Available Reports table (use search or sort if needed).
  • Click Run on the report's row or select Run from the Action Menu options.
  • Enter the report parameters (see the Parameters section below) and click Submit.
  • When the report is ready, open it from the My report queue card or the global Status icon in the header.

Case Notes report shown on the Available Reports section of the Reports workspace

Parameters

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

Parameter Description
Program(s) Choose which programs to include: All, Single Select, or Multi-Select (hold CTRL/CMD or SHIFT to select multiple options sequentially). There is an option to select "Not connected to a specific program."
Report Date Range Select the report date range for selection based on case note dates.
Report Output Format Web Page, PDF, or Excel.

Parameter form for [CLNT-101] Case Notes report

Note:  Due to Microsoft Excel limitations, the cell limit is 32,767 characters per note when the Excel output is selected.

Specifications

Universe

  • Case Notes where:
    • Case Note date is within the 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

 

Published: 10/01/2026