How do I check active cases on Hellonote ?

Purpose:

To provide HelloNote users with instructions for accessing and filtering active patient cases within the system, enabling efficient case management and monitoring of therapist workloads.

Scope:

This article covers:

1. Accessing active case reports through the Notes and Compliance section
2. Viewing active cases organized by completion date
3. Filtering options including:
   1. By therapist
   2. By insurance provider
   3. Cases with no notes
   4. Last note threshold
4. Exporting active case data to Excel 
   Note: Does not cover creating new cases or editing existing case information.

Procedure:

1. Navigate to Reports > Notes and Compliance > Active Cases/Lost Patient
2. View the list of active cases, which displays:
   1. Therapist name
   2. Patient name
   3. Cases sorted by latest to oldest completion date
3. Apply filters as needed:
   1. Select specific therapists
   2. Filter by insurance type
   3. Show cases with no notes
   4. Adjust last note threshold
4. (Optional) Export the data:
   1. Click to export the report to Excel format

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