June 06 2025
Looking to improve your business’s efficiency? Start with a simple custom column—your data has more to say than you think.
In today’s fast-paced healthcare environment, allied health practitioners need tools that support not just client care, but also streamlined practice management. One of the most impactful yet underutilised features in Case Manager is the ability to create custom columns and custom reports. These tools can dramatically enhance how your business operates, tracks performance, and makes data-driven decisions.
Custom columns allow practitioners and administrators to personalise their view of client data. Whether it’s tracking costs billed, NDIS plan reviews, session attendance, or referral sources, custom columns let you spotlight the most relevant information at a glance. This not only saves time but ensures critical details are never missed during busy times.
On a broader scale, custom reports transform raw data into actionable insights. Allied health professionals can generate tailored reports on appointment trends, billing summaries, consultant performance, or client outcomes—information essential for improving service delivery and demonstrating compliance with funding bodies. These reports also support better planning, allowing practices to adjust services based on client needs or operational trends.
Together, these features empower allied health teams to work smarter. Rather than adapting workflows to rigid systems, practitioners can mold their software to reflect their unique clinical and administrative priorities. Leveraging the power of custom columns and reports enables practices to gain clarity, reduce administrative burden, and enhance the quality of care delivered to clients.
For more information or to request a quote for our Professional Services to create a custom report or custom column, please contact our team at services@casemanager.biz.