How Can I See All Cases Without or With Expired Release of Information Forms?

I would like to see a list of all client Cases that either do not have an ROI or their ROI is expired.

Written by Kyle Minckler
Updated over a week ago

A report can filtered by ROI status and this should give you what you are seeking. Follow these steps:

Visit either [Admin] or [My Agency] tab.
Click the [Reports] sub-tab.
Select the "Cases" Report type (see screenshot here).
On the first reporting screen, click [Filter By ROI Status] and select the options you wish (see screenshot here).