The List Provider Usage option uses criteria to show a list of the cases where the active contact is used.
NOTE: You must have Enabled permissions to Provider > Provider Tab.
To list the usage of the active contact:
Open the desired contact and select the General Tab.
Click the Actions menu and select the List Provider Usage option.
On the Provider Usage Listing Criteria window, choose from the following criteria:
Case status – Use the dropdown to select Open, Closed, Open/Closed, or Opened.
Dormant – Select the checkbox to filter for Dormant cases.
Cases Open Start/End – Click the Case Start and Case End fields to enter the appropriate date range using the calendar popup. The field title will change based on the Case status selection.
Case Types – Use the dropdown to select the desired case type(s). Deselect all to search for all case types.
4. Click the Show list button to display a left side pane of the active contact's usage in Neos cases.
The list shows the Case/Intake Name, in which area the contact's Involvement appears in that particular Case, if the case is Dormant, and the Case Type.
All columns can be sorted and resized. Use the scroll bar at the bottom to see the additional columns. Select one of the areas where the contact is used to view an additional side pane of information as it relates to a Case. Double-click an area where the Provider is used to open the Case/Intake.
5. Click the X to return to the General Tab.