Current Case Load

Summary:

Cases admitted in your date range that have not been discharged

Parameters

Location Status:

As default it will only display data for Active & View Only locations. To see 'All' this will need to be selected

Location:

Leave blank to show data for all locations from the setting above. For example, if no locations are selected it will look for all 'Active & View Only’ locations as shown above.

Practitioner Status:

Defaults to ‘Full Time & Pay G’ practitioners. If you need to see disabled practitioners ‘All’ should be selected

Practitioner:

Leave blank to pull through all the practitioners from the setting above. Otherwise select as many practitioners on the drop list as needed.

Medical Contact:

If left blank this selection will be ignored. You can narrow down your search by selecting one or multiple medical contacts from the drop-down list. This list populates from the Contacts tab found under (Contact>Contacts)

Admission Date:

Date selection is mandatory. The report will pull through all cases that have not been discharged with an admission date of your selection.

Body Site:

If left blank this selection will be ignored. You can narrow down your search by selecting one or multiple body sites from the drop-down list. This list is the same list that appears on the case. It can be edited from Settings > Configuration > Custom Lists > Body Sites

Business:

Leave blank to include all businesses and self funders

Show Patients with Future Appointments?

Will default to ‘Disregard’. A breakdown of the options below:
Disregard: Will not filter the report further.
Yes: Will only show patients with future appointments
No: Will not show patients with future appointments

Group By Location?

Separates the data into location groupings, with totals per location at the bottom of each group

Group By Business?

Separates the data into business groupings, with totals per business at the bottom of each group

Group By Practitioner?

Separates the data by practitioner, with totals per practitioner at the bottom of each group.

Note: If more than one grouping is selected they will stack one under another in the order they appear in the parameter section.

Once you submit your parameters you can save this as a preset by pressing save at the top right-hand side of the report.

Columns

Client Name:

The full name of the client. This will be hyperlinked, which when clicked will open the client record in a new tab.

Case Ref:

The unique case reference number. This is hyperlinked, which when clicked will open the case in a new tab.

Email:

Client’s email address

Contact Details:

It will display the client’s mobile number. If this is blank, it will display their work telephone number. Finally, if this is blank it will show their home telephone number.

PostCode:

Client’s postcode

Admission Date:

The admission date of the case (Usually the first appointment date)

Body Site:

The body site linked to the case

Business:

Will list the business linked to the first appointment of the case. If there is no business, it will display ‘Self Funder’

Diagnosis Code:

The diagnosis code assigned to the case

Location:

The location that the case is linked to

Practitioner:

The practitioner assigned to the case. This will default to the practitioner linked to the first appointment of the case.

Last Appt:

The client’s last completed appointment.

If exporting the data into a CSV or Excel file, the grouping parameters should be ignored.