CaseMgmt

Run case reports

See your cases by status, type and how long they've been open, and export the case list.

Last updated October 22, 2026

Who can do this: Admin, Nurse Case Manager, Internal Case Manager, Billing Staff

Steps

  1. Open Reports and click Case Reports.Step 1: Open Reports and click Case Reports.
  2. Read Case Status Distribution, Case Aging (open cases by how long they've been open) and Cases by Type.
  3. Check the line at the top for how many cases, notes and time entries fall in the period.
  4. Click CSV or PDF to export the case list.

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