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  • Summary Report - The default and most popular report for case workers which provides authorization and utilization information
  • Care Management Reports
    • Task Result Details Report - Lists all task results
    • Raw Data Dump Report - Allows users to export all Care Management data per client
  • Notes Report
    • Punch Entry Notes and Canned Statements Report - Hover over the Notes Report submenu tab to view and select the Punch Entry Notes and Canned Statements Report to view notes and tasks for each punch entry
  • Authorization Run Rate Report - Shows actual versus projected budget usage
  • Punch Entry Details Report - View all punch entries for associated clients based on selected filters. Report column options include who created the punch, status, date of service, start and end times, and service code.

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