Report:  Patient List without Case Note

 

(Topic Last Updated On:  05/05/2010)

 

This report displays all patients who have not had a case note entered for a selected date range, and includes each patient's Intake and Continuous Time in Treatment dates as stored on the Dosing Information screen.  Patients are grouped on this report by Case Note Type, followed by the Counselor to whom each is assigned.  This report is intended for more efficiently identifying patients who are missing required case note entries, especially in facilities submitting billing claims for individual and group counseling sessions.

 

 

Report Column Explanations

 

Patient ID

This column displays each patient's Patient ID as entered on the Profile screen.

Patient Name

This column displays each patient's full name as entered on the Profile screen.

Intake Date

This column displays each patient's Intake Date as entered on the Dosing Information screen.

Time in Treatment Date

This column displays each patient's Time in Treatment Starts On date (continuous time in treatment date) as entered on the Dosing Information screen.

 

Report Field Explanations

 

Case Note Type

This field serves as a grouping header, and indicates the Case Note Type of the missing case note for the patients listed beneath it.

Counselor

This field serves as a grouping header, and indicates the Counselor assigned to the patients listed below it.

 

Criteria Explanations

 

From Date

This parameter allows users to limit the report's data by displaying only patients who are missing case note entries with a Note Date on or after the date selected here.

To Date

This parameter allows users to limit the report's data by displaying only patients who are missing case note entries with a Note Date on or before the date selected here.

Counselor

This parameter allows users to limit the report's data by displaying only patients who are missing case note entries and assigned on the Profile screen to the Counselor selected here.

Case Note Type

This parameter allows users to select the Case Note Type for which to run this report.