How do I keep track of patients without Cases/Notes?

Purpose: 
To identify active patients who haven't yet received therapist visits for follow-up and case management.

Scope: 
This report filters and displays:

• All active patients in the system
• Patients with no assigned cases or clinical notes
• Patients not yet seen by a therapist

Procedure:

1. Navigate to Reports > Patient > Active Patients
2. Select the Without Cases filter option
3. Review the generated list of patients

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To view this you can go to Reports > Patient > Active Patients 



Select Without Cases  (This view will show all active patients that has not been seen by a Therapist)