Report: Counselor Caseload Analysis
(Topic Last Updated On: 06/26/2018)
The Counselor Caseload Analysis report displays the number of Case Notes, Group Notes, Treatment Plans, Assessments, and Completed Forms a Counselor created for any patient in their caseload during a specified date range. This report can be generated by Payer, by Counselor, or a combination of both. Individual and Group counseling sessions, units, and minutes are detailed in this report as well. This report is helpful when Counseling and Administrative staff need to review a counselors caseload performance over a set date range. The last page of the report displays totals for all Payers in a 'Payer Summary' table.
Payer
This column displays the Payer/Rate group(s) assigned to one or more patients that are in the Counselors caseload during the specified date range.
Payer Summary
This section appears on the last page of the report and displays a list of all Payer/Rate group(s) assigned to one or more patients during the specified date range.
Caseload EOP
This column displays the number of patients that were in the Counselor's caseload as of the end of the period (EOP).
Pts. Seen
This column displays the total number of patients the Counselor has preformed activity against during the specified date range. This number takes into account any entered Case Notes, Group Notes, Treatment Plans, Assessments, and Completed Forms during the selected date range.
Ind. Units
This column displays the total number of billable units the Counselor has accounted for through saved Individual Counseling Case Notes within the specified date range.
Ind. Minutes
This column displays the total number of minutes the Counselor has entered for all Individual Counseling Case Note session times within the specified date range.
Ind. Sessions
This column displays the total number of all saved Individual Counseling Case Notes the Counselor has entered during the specified date range.
Avg. Ind. Units
This column displays the average number of billable units the Counselor has accounted for through saved Counseling Case Notes within the specified date range.
Group Units
This column displays the total number of billable units the Counselor has accounted for through saved Group Notes within the specified date range.
Group Minutes
This column displays the total number of minutes the Counselor has entered for all Group Note session times within the specified date range.
Avg. Group Units
This column displays the average number of billable units the Counselor has accounted for through saved Group Notes within the specified date range.
Plans Created
This column displays the total number of Treatment Plans the Counselor created during the selected date range.
Assessments Created
This column displays the total number of Patient Assessments the Counselor has completed during the selected date range.
Forms Created
This column displays the total number of Completed Forms the Counselor has completed during the selected date range.
Counselor
This field displays the full name of the Counselor as entered on the Employee Profile screen.
ID
This field displays the Counselor's Methasoft Employee ID as entered on the Employee Profile screen.
Active Days
This field displays the total number of days the Counselor has performed activity against a patient in their caseload, within the specified date range .
Caseload EOP
This field displays the number of patients that were in the Counselor's caseload as of the end of the period (EOP).
Group Time
This field displays the total number of minutes the Counselor has entered for all Group Note session times within the specified date range.
Group Sessions
This field displays the total number of Group Notes the Counselor has entered within the specified date range.
Total
This field displays a total below each column, for all payers, per Counselor. In the 'Payer Summary' section, this field displays the totals of each column for all displayed Payer/Rate Groups.
From Date
This parameter is used to select or enter the start date of the desired date range. The report will retrieve data from Case Notes, Group Notes, Treatment Plans, Assessments, and Completed Forms that were created on or after the selected date.
To Date
This parameter is used to select or enter the end date of the desired date range. The report will retrieve data from Case Notes, Group Notes, Treatment Plans, Assessments, and Completed Forms that were created on or before the selected date.
Counselor
This parameter allows users to select a Counselor from the dropdown list, and generate the report specifically for the selected Counselors caseload.
Payer/Category
This parameter allows users to select a Payer/Rate Group or Payer Category from the dropdown list, and generate the report specifically for the selected Payer/Category. In this dropdown list, Payer/Rate Groups show a leading 'P-', and Payer Categories show a leading 'C-'.