We run an "active caseload report" every two weeks and then copy those numbers into a running excel table that shows a clinician's caseload size over time (usually every two weeks) and calculates how it has changed (client # increased or decreased) since the last report.
I've figured out how to re-create the current report in DE 2.0 but I'm still left having to put the data into excel to see the trends over time.
What service date field (or other method) could be used to show total active clients per clinician over time?
I tried service month start date but that only gives the total for the clients who have a service start date for that month (I think). Example:
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