Client Report - Practitioner Load
The practitioner load report identifies each practitioners current work load. This report can be useful to spread work evenly amongst staff.
To access this report, go to 'Dashboard' > 'Client' > 'Practitioner Load'
Generating a Practitioner Load Report
- Optionally define the site which clients are allocated to
- Optionally define groups which clients are allocated to
- Optionally define which practitioners who clients are allocated to
- Define how the report should be based. On referrals or by case manager (practitioner)
- Define the status of client files to either current, closed or both
Press 'Generate' when you are finished.
The report will display a pie graph visually represening the case load per practitioner. If you want to see a list of the clients allocated, press 'Show/Hide Clients'
James Hogan -