Report:  Active Treatment Plan Frequency

(Topic Last Updated On:  06/14/2018)

The Active Treatment Plan Frequency report displays patient specific, Treatment Plan Frequency details including the number of Individual and Group counseling sessions recorded on the Case Notes screen. This report shows all active Treatment Plans for all Patients that are 'Active' on the day the report is generated. Case Note Session totals include Case Notes with a 'Note Date' on or after the Treatment Plan 'Create On' date. This report is helpful when Counselor or Administrative staff are looking to track the progress of a patients Treatment Plan and completion of counseling sessions.     

Report Column Explanations

Patient ID

This column displays the patient specific display ID as defined on the Patient Profile screen.

Patient Name

This column displays the patient's full name in the format of 'Last, First'.

Tx Plan Type

This column displays the specific type of Treatment Plan as defined on the Treatment Plan screen. Treatment Plan Types can be created/edited using the 'Treatment Plan Type' Code Table Type in the Code Tables screen found on the Administration menu.

Counseling

This column displays the selected Counseling Type associated with the Treatment Plan. These counseling types can be created/edited using the 'Tx Plan Counseling Types' Code Table Type in the Code Tables screen found on the Administration menu.

Frequency

This column displays the Frequency of counseling sessions established for the patient's Treatment Plan. As defined on the patient's Treatment Plan, this column combines the number of times a counseling session is expected to be completed within a set time frame (per: Week, Month, Quarter, or Year).   

Total Individual Sessions

This column displays the total number of non-Group 'Counselor Notes' recorded on the Case Notes screen. Case Note Template settings determine if the Case Note type is considered as a 'Counselor Note'.  

Total Group Sessions

This column displays the total number of 'Group Notes' recorded on the Case Notes screen. Case Note Template settings determine if the Case Note type is considered as a 'Group Note'.

Counselor

This column displays the assigned patient's Counselor as defined on the Patient Profile screen.

Created Date

This column displays a date and time stamp of when the Treatment Plan was created.

Report Field Explanations

Totals

This field totals the number of all displayed patients Individual Sessions and Group Sessions, with the total appearing below each respective column.

Criteria Explanations

Patient ID

This parameter allows users to generate the report for a specific patient by entering in the patient display ID.

Counselor

This parameter allows users to select a specific Counselor from the dropdown list and limit the report to show only patients assigned to the selected Counselor.

Tx Plan Type

This parameter allows users to select a specific Treatment Plan Type and generate the report to display only active Treatment Plans created under the selected type.

Linked Notes Only

This parameter is unchecked by default. Checking this checkbox allows users to limit the Individual and Group Session totals to Case Notes that have been 'associated' with that Treatment Plan.