Primary Case Load Acuity/Weight Analysis Report
This article applies to Targeted Case Management (TCM) users.
The Primary Case Load Acuity/Weight Analysis Report is designed to show hours by consumer and group by whomever is assigned as their primary.
In order to see consistent information when running the report for All and comparing it to the results when running it for the Primary Contact, ensure that the checkbox "Primary filter applies to case load, not TCM records logged" is selected.
The checkbox "Primary filter applies to case load, not TCM records logged" only applies when the Primary Contact filter is set to a single user. The checkbox has no effect when the Primary Contact filter is set to All. Applying the checkbox will ensure that the numbers are consistent when filtering for All users instead of one user as the report is intended to group by Primary Contact, not the user who documented.
Related Articles
Monthly Support Webinar - April 2021 - Reports
Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below: Topics Discussed Topics discussed include: How to access the Reports tab. How to mark a Report as a favorite. How to ...Updating the Non-Billable Word List
How to Update the Non-Billable Word List Administrator This Article will explain how to add/remove Words from the Logging Words Utility Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in ...Case Management Report
How do I review Case Management Notes? Administrator The Case Management Report is specific to Missouri TCM organizations and makes reviewing notes easy and efficient. Terminology can be modified within SETWorks to better fit the needs of your ...Targeted Case Management (TCM) - Missouri
Case Management Notes Targeted Case Management agencies use the Case Management Note to record activities in SETWorks: To use the Case Management Note: First, select the Department. Filter the Consumer list by Primary and/or Secondary Contact ...Emergency Fact Sheet Report
How to Populate the Emergency Fact Sheet Report All Users The purpose of this document is to show from where in the consumer profile each field in the emergency fact sheet report (EFS) is populated. A large portion of the data compiled in this report ...