View Clients in Your Caseload

View Clients in Your Caseload

Overview

Use the Clinical and Demographics Report to view clients assigned to your caseload. Select your name in the Principal Clinician filter to view clients where you are the Principal Clinician, or select your name in the Clinical Team filter to view clients where you are a Clinical Team member. Caseload security limits the clients displayed based on your user role and chart access permissions.

Step 1: Open the Clinical and Demographics Report

Open the Clinical and Demographics Report from the Reports page.
  1. Select More from the left navigation menu.
  2. Select Reports.
  3. From the Report list, select Clinical and Demographics Report.

Step 2: View clients where you are the Principal Clinician

Use the Principal Clinician filter to view clients where you are assigned as the Principal Clinician.
  1. In the Principal Clinician filter, select your name.
  2. Optionally, apply additional filters such as Client Status, Location, or Last Appointment Date to further refine the results.
  3. Select Run Report.




The report displays clients where you are assigned as the Principal Clinician.



Step 3: View clients where you are a Clinical Team member

Use the Clinical Team filter to view clients where you are assigned as a member of the Clinical Team.
  1. Clear the Principal Clinician filter, if it is selected.
  2. In the Clinical Team filter, select your name.
  3. Optionally, apply additional filters such as Client Status, Location, or Last Appointment Date.
  4. Select Run Report.



The report displays clients where you are assigned as a member of the Clinical Team.


Notes
If you need to view both groups of clients, run the report separately using the Principal Clinician filter and the Clinical Team filter.


Understanding Caseload Security

The Clinical and Demographics Report enforces caseload security.

  • Users with Clinician's Charts Only access can view clients where they are assigned as the Principal Clinician.
  • Users with Clinical Team's Charts Only access can view clients where they are assigned as the Principal Clinician or included as a member of the Clinical Team, based on their assigned permissions.

FAQs

How do I view clients where I am the Principal Clinician?
Select your name in the Principal Clinician filter and run the report.

How do I view clients where I am a Clinical Team member?
Select your name in the Clinical Team filter and run the report.

Can I use both the Principal Clinician and Clinical Team filters together?
Using both filters returns only clients that match the selected values in both filters. To view clients assigned to you as either the Principal Clinician or a Clinical Team member, run the report separately for each filter.

Can I export the report?
Yes. After running the report, you can export the results in CSV, Excel, or PDF format.


Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.