Case Manager report, like all great reports, begin with effective data. For the Case Manager Report to be valuable, data needs to be added to the Client Info 2 tab in the field labeled “Case Manager”. Select the appropriate agency worker that best represents “case manager”. The report that will generated from this field will include the select clients that are part of a case manager’s caseload. We’ve also included in this report POS Expirations and IHSS NOAs. This is a core case manager report. Enjoy!!
