Report: Case Notes Billable Units by Counselor
(Topic Last Updated On: 05/05/2010)
This report displays all billable units recorded on the Case Notes screen over a selected range, broken down by the Counselor's caseload each patient is assigned to, then by patient. Detailed information is provided in each section of the report, including the date of each entry, the number of billable units recorded, the type of each note entered, and the user who entered each note. Totals are provided for each patient and caseload, as well as a grand facility total. This report is generally run each month in facilities using the Monthly Billing (MediCal) feature in Methasoft.
Patient ID
This column displays the 'Patient ID' number of each patient for whom billable units were recorded.
CID
This column displays the 'State ID (CID)' number of each patient for whom billable units were recorded, as entered on the Patient Profile screen.
Patient Name
This column displays the full name of each patient for whom billable units were recorded.
Note Date
This column displays the 'Note Date' entered on the Case Notes screen for each note entry.
Note Type
This column displays the 'Note Type' selected on the Case Notes screen for each note entry.
Ind. Billable Units
This column displays the number of units entered in the 'Billable Units' field on the Case Notes screen for each note entry.
Counselor
This column displays the 'Counselor' assigned to each patient for whom billable units were recorded, as selected on the Patient Profile screen.
Entered By
This column displays the full name of the user who recorded each note entry.
Provider
This column displays the 'Billing Provider' selected on the Payment Information screen for each patient appearing on this report. This field indicates the name of each applicable provider by displaying each's 'Short Desc', as entered on the 'Billing Provider Codes' code table.
Currently Active
This column only appears if this report is run with the 'Show Pts. without notes' criteria checkbox checked, and displays whether or not each patient for whom a case note has not been entered is active in the system. 'Yes' indicates a patient is active.
Current Counselor
This column only appears if this report is run with the 'Show Pts. without notes' criteria checkbox checked, and displays the name of the 'Counselor' assigned to each patient for whom a case note has not been entered.
Current Patient Status
This column only appears if this report is run with the 'Show Pts. without notes' criteria checkbox checked, and displays the 'Patient Status' assigned to each patient for whom a case note has not been entered, as assigned on the Patient Profile screen.
Counselor
This field serves as a header, and displays the 'Employee ID' (User ID) and name of the 'Counselor' assigned to the patients for whom the billable units displayed below it were recorded.
Total Units for (Patient ID)
This field displays the total number of 'Billable Units' recorded on the Case Notes screen for each patient.
Total Units for (Counselor Name)
This field displays the total number of 'Billable Units' recorded on the Case Notes screen for all patients assigned to the 'Counselor'.
Total Units for All Counselors
This field displays the total number of 'Billable Units' recorded on the Case Notes screen for all active patients in the facility.
Patients Without Notes
This field serves as a header and only appears if this report is run with the 'Show Pts. without notes' criteria checkbox checked. All patients for whom a case note has not been entered are displayed under this header.
Total Patients
This field only appears if this report is run with the 'Show Pts. without notes' criteria checkbox checked, and displays the total number of patients for whom a case note has not been entered.
From Date
This parameter allows users to limit the report's data to display only billable units recorded with notes having a 'Note Date' on or after the date selected here.
To Date
This parameter allows users to limit the report's data to display only billable units recorded with notes having a 'Note Date' on or before the date selected here.
Counselor
This parameter allows users to limit the report's data to display only billable units recorded for patients assigned to the 'Counselor' selected here.
Entered By
This parameter allows users to limit the report's data to display only billable units entered by the user selected here.
Billing Provider
This parameter allows users to limit the report's data to display only billable units recorded for patients assigned the 'Billing Provider' selected here.
Patient ID
This parameter allows users to limit the report's data to display only billable units recorded for a specific patient, whose 'Patient ID' number is entered here.
Show Pts. without notes
This parameter allows users to expand the report's data to display the 'Patients Without Notes' sub-report of this report, which lists all patients for whom a Case Note has not been entered.
Site
This parameter is irrelevant for Methasoft users. Only a facility's Home Site will appear available for selection in this field, and 'All' will be selected by default.