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Clarity Human Services

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Staff Report with Case Load upon Staff Deactivation

When staff are manually deactivated, it would be great if the system automatically generated a report with the staff person's client list. You cannot run the canned report for the client list if the staff is deactivated. And sometimes clients are not re-assigned after staff turnover.

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Angie Evans shared this idea  ·   ·  Report…  ·  Admin →
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  • AdminLauren Bianchi (Admin, Bitfocus) commented  ·   ·  Report

    Hello,
    The [STFF-103] Staff Active Caseload report now includes parameters to filter by Staff Status. With the updates applied to the report, active caseloads can be reviewed by any Staff Status to streamline caseload review/reassignment.

  • Rae Uhde commented  ·   ·  Report

    This would be an amazing feature to assist with client management and data accuracy. Please make this happen.