This report contains two tabs. The first tab displays a section for each case worker and a section sub-header containing a calculation that displays the number of participants who are currently enrolled in that case worker's caseload. Each section contains a table displaying information on current participant enrollments in the case worker's caseload. Participants who have been dismissed from either the program enrollment or caseload will not appear in this table.

The second tab displays a single section with a total aggregate count of all unassigned participants who are currently active in the selected site(s) and program(s). This includes participants who have never been assigned to a caseload as well as participants who have been dismissed from a caseload and have not yet been reassigned. The table in this section displays information on current participant program and site enrollments as well as caseload history for participant who were previously assigned to a caseload.

Prompts:

  • Site Name
  • Program Name (optional)
  • Case Worker Name (optional)

Sorts:

First Tab:

  • User Name - The name of the user to whom to following participants are assigned.
  • Total number of participant on caseload as of the report run date
  • Participant Site ID
  • Name - Name of the participant.
  • Site Name - Name of the site the participant is in and the user has the caseload for.
  • Program Name - Name of the program the participant is in and the user has the caseload for.
  • Program Start Date
  • Days in Program - Number of days between the participant's program start date and the run date of the report.
  • Caseload Start Date
  • Days on Caseload - Number of days between the participant's caseload start date and the run date of the report.
  • Date of Last Contact - The most recent date on which any TouchPoint, Assessment, or Point of Service was recorded for the participant.

Second Tab:

  • Total number of unassigned participants as of the report run date
  • Participant Site ID
  • Name - Name of the participant.
  • Site Name
  • Program Enrollment
  • Program Start Date
  • Days in Program - Number of days between the participant's program start date and the run date of the report.
  • Last Caseload End Date - The participant's most recent caseload end date.
  • Days Unassigned - Number of days between the participant's most recent caseload end date and the run date of the report.
  • Date of Last Contact - The most recent date on which any TouchPoint, Assessment, or Point of Service was recorded for the participant.

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