Report: Counselor Caseload Tracking
(Topic Last Updated On: 05/05/2010)
This report displays a list of all patients assigned to each counselor, including commonly useful information for each, such as each's phase level, total daily dosage, intake date and/or latest re-admission date, last annual and treatment plan review dates, daily clinic attendance schedule, and assigned billing provider. Each counselor's caseload appears on a separate page so that this report can be easily printed for and provided to all counselors periodically. The 'Notes' column allows for manually noting anything pertinent to each patient on the printed report. The total number of patients assigned to each counselor's caseload is also included. Many facilities provide this report to counselors for reference, tracking, and notation purposes on a monthly basis.
Patient ID
This column displays each patient's 'Patient ID' number as entered on the Patient Profile screen.
Patient Name
This column displays each patient's full name as entered on the Patient Profile screen.
Phase
This column displays each patient's 'Phase Type' as entered on the Dosing Information screen.
Dose
This column displays each patient's total daily dosage amount in mgs as entered on the Dosing Information screen.
Original Intake Date
This column displays each patient's 'Intake Date' as entered on the Dosing Information screen.
Latest Readmit Date
This column displays each patient's 'Latest re-admission date' as entered on the Dosing Information screen.
Last Annual Reviewed
This column displays the most recent date on which a review entry including 'Annual Reviewed' was entered for each patient on the Review Tracking screen.
Last Tx Plan Reviewed
This column displays the most recent date on which a review entry including 'Tx Plan Reviewed' was entered for each patient on the Review Tracking screen.
(Days of the Week)
These columns display an 'X' for each day of the week each patient has checked as a 'Present Day' in the 'Weekly Schedule' section of the Dosing Information screen.
Billing Provider
This column displays each patient's 'Billing Provider' as assigned on the Payment Information screen.
Notes
This column provides a blank space for each patient, allowing counselors to manually note anything pertinent for a patient on the printed report.
Counselor: (Employee Name)
This field serves as a header, under which each counselor's assigned patients are displayed. The full name of each counselor is displayed in this field.
Total Patients
This field displays the total number of patients assigned to each counselor's caseload.
Counselor
This parameter allows users to limit the report's data to only display patients assigned on the Patient Profile screen to the 'Counselor' selected here.
Include Inactive
This parameter allows users to expand the report's data to also display patients who are currently inactive.