To help you create the report we discussed, I think it may be helpful to give you some detail on how our internal process around notes and billing work...

I supervise all the caseworkers so when they submit notes, I read them for content and to offer guidance related to casework. It is also my responsibility to ensure that the hours they enter match up with the work they are submitting. Additionally, I check to ensure that when a caseworker bills for travel it correlates with a home visit, meeting, etc. Once I have completed these tasks, I forward the hours to my team member who then checks the time, pulls the numbers, and submits a report to my accountant. My Accountant then gathers information and statistics that she needs and runs payroll.

For my purposes, the Case Manager Report will work well. On this form, the categories Date, Description of Service(Notes), Service Type, and Hours capture everything I need to be able to give Lauren the green light to move forward with billing. I don't need the Rate and Amount fields so if you wanted to remove those to make the Description of Service box bigger that would work or you can also leave it as is if you prefer.

My team member needs to capture all the fields on the attached document. If you could create a report similar to this that would be wonderful! We can chat if you need more insight on this.

Additionally, our accountant asked if there is a way to track expenditures (Advocacy, In-person and Virtual, mileage and expenses) by region. We have four regions and every family is assigned to a region but I realize that we do not currently have a place to enter the region in Fieldworker. If not by region she asked if it could be tracked by county.