Report: Monthly Consolidated Requirements
(Topic Last Updated On: 05/05/2010)
This report is a slightly condensed version of the Monthly Requirements report which also displays the 'Monthly Requirement' values entered for each patient on the Patient Profile screen, as well as each's progress towards meeting each requirement for any selected month. Patients are grouped by assigned 'Counselor' on this report, and counselor and clinic totals are provided for each column. The 'Completed Drug Screens' column displays how many Random Drug Screen scheduled events were completed for each patient. The 'Actual Units' column displays how many 'Billable Units' were entered on the Case Notes and/or Group Notes screens for each patient. The 'Action Required' column displays an 'X' for each patient whose monthly requirements have not been met for the selected month, allowing staff to easily scan this report for patients who have not met their monthly requirements.
Patient ID
This column displays the 'Patient ID' number of each patient, as entered on the Patient Profile screen.
Patient Name
This column displays the full name of each patient, as entered on the Patient Profile screen.
Active Patient
This column displays an 'X' for each patient who is currently active in Methasoft.
Patient Intake Date
This column displays the most recent of either the 'Intake Date' or 'Latest re-admission date' entered for each patient on the Dosing Information screen.
Required Drug Screens
This column displays the 'Drug Screens' value entered in the 'Monthly Requirements' section of the Patient Profile screen for each patient.
Completed Drug Screens
This column displays the number of Random Drug Screen scheduled events completed for each patient in the selected month.
Required Units
This column displays the 'Counseling Units' value + the 'Group Units' value entered in the 'Monthly Requirements' section of the Patient Profile screen for each patient.
Actual Units
This column displays the number of 'Billable Units' recorded for each patient on the Case Notes and/or Group Notes screen, for case note types that are marked as 'Billable' and 'Counselor Note' on the Case Note Templates screen.
Action Required
This column displays an 'X' for each patient with one or more 'Required' values greater than it's corresponding 'Actual' value. This indicates the patient has not met the monthly requirements, which generally prompts action from staff members to address the deficiency.
(Counselor Name)
This field serves as a header and displays the full name of each counselor assigned to one or more patients on the Patient Profile screen. The patients assigned to each counselor are displayed under this field, and a new page begins on this report for each counselor.
Counselor Totals
This field displays the total number of patients displayed on this report for each assigned counselor.
Clinic Totals
This field displays the total number of patients displayed on this report.
Year
This parameter allows users to limit the report's data by displaying only the monthly requirements for a selected 'Month' in the year selected here.
Month
This parameter allows users to limit the report's data by displaying only the monthly requirements for the month selected here.
Counselor
This parameter allows users to limit the report's data by displaying only the monthly requirements for patients assigned to the 'Counselor' selected here.