Report: Complete Case Profile Report

Description: This report provides a summary of all the information of one client’s case, including service file, case profile, and the individual profile. Biannuals can also be included in their entirety.

Steps:

1. 1. Go to the client’s case page (by clicking on the client’s case name from “My Case Load” or in the search page).
   2. Click the “Reports” heading from the right-hand menu bar. Click the link for “Complete Case Profile Report”. A box should appear with the title “Parameters”.
   3. Leave “Case Added” blank.
   4. Under “Case”, type the name of the case of which you would like a summary (usually the client’s last name”.
   5. Under “Report Options”,
      • Select “Individual Profile” if you would like to include demographic information about your client.
      • Leave “Individual Profile Documents” unchecked.
      • If you would like all of the client’s biannuals to be included in the report, leave “Documents” checked. Otherwise, uncheck “documents”.
      • If you have tracked the client’s referrals on Penelope, they will be included in the report if “Referrals” is checked.
      • If there are any notes on the client’s Service File, they will be included in the report if “Service File Notes” is checked. Typically, a client does not have any notes on their Service File, so leaving this box checked has no effect.
      • Leave “Service File” selected under “Sort by”.
   6. Leave “PCAP” checked under “Service File” if you would like to include information about the PCAP service file.

7. Click “view”. A new window should pop-up with the report.
8. To print the report, use “Ctrl” + “P” on your keyboard. To exit the report, click the “x” in the top right hand corner. To exit out of the “Parameters” box, click “cancel”.