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Totals in the dashboard, as well as the Find Cases menu item link to this page.

Search criteria for cases are:

  • Client Name
  • Related "contacts" (service providers) by contact name and relationship type
  • Case Type
  • Case Status
  • Scheduled activities by date range and type
  • Completed activities by date range and type
  • ???

This example would be from the table Summary of Case Involvement with the chosen axes status/role. (See notes from dashboard mockup

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