View the Case Manager’s Case Load

To view the Case Manager’s Case Load,

  1. Go to Clients > Current Clients.

    Current Clients feature

  2. On the View field, select Default View.

  3. Enter the Case Manager's name in the Case Manger field and then select Search. Use the filters to filter your results. You can click the Columns button to display more data.

    The list of client's the Case Manager is assigned to displays.