Download Using the Report

Report PSP 121
Program Caseload Report
Report Description:
This report lists all the clients with open cases for each reporting unit. It includes client number, name,
opening date, age, primary diagnosis, and primary staff.
Running the Report:
Operations Staff runs this report monthly or more frequently if needed. It is routed to
each Reporting Unit’s printer. If you do not receive this report, contact local Operations
Staff.
Users can also run this report using the Report menu.
It prompts you to enter a Reporting Unit (or enter “*” for all units) and to enter a target
date. The report finds all clients open on the target date.
Using the Report:
The report is used as a management tool by program managers, to balance the work
among staff or to quickly review the types of client being served. It is also used to direct
the distribution of other reports, such as the Utilization Review reports.
The report might also show that it is necessary to improve the data entry process. Any
duplicate clients should be reported to Operations Staff.
Output File:
MHS_OUTPUT_REPORT:
PROGRAM_CASELOAD_PSP121.******_LIS
70