(Topic Last Updated On: 05/05/2010)
This report displays a list of all patients due for any type of quarterly review during a selected month, based on each patient's 'Intake Date', 'Latest Re-admission date', or 'Time in Tx Starts On' date, depending on the criteria 'Date Type' selected when the report is generated. Each patient's ID, CID, full name, and SSN are displayed, along with each's intake/re-admission/time in tx starts on date. The 'Last Tx Plan Reviewed' column pulls from entries made on the Review Tracking screen for 'Tx Plan Reviewed'. This report is generally used to easily identify patients needing any type of quarterly review during a selected month based on a selected 'Date Type'.
Patient ID
This column displays the 'Patient ID' of each patient due for a quarterly review, as entered for each on the Patient Profile screen.
CID
This column displays the 'State ID (CID)' of each patient due for a quarterly review, as entered for each on the Patient Profile screen.
Patient Name
This column displays the full name of each patient due for a quarterly review, as entered for each on the Patient Profile screen.
SSN
This column displays the 'SSN' of each patient due for a quarterly review, as entered for each on the Patient Profile screen.
(Initial Intake Date/Latest Intake Date/Time in Tx Starts On Date)
This column displays either each patient's 'Intake Date', 'Latest Re-admission date', or 'Time in Tx Starts On' date, depending on which criteria 'Date Type' is selected when generating this report. All 3 available 'Date Types' are saved for each patient on the Dosing Information screen.
Quarterly Start Date
This column displays the start date of the quarter for each patient, based on each patient's 'Intake Date', 'Latest Re-admission date', or 'Time in Tx Starts On' date, depending on which criteria 'Date Type' is selected when generating this report. All 3 available 'Date Types' are saved for each patient on the Dosing Information screen.
Quarterly End Date
This column displays the end date of the quarter for each patient, based on each patient's 'Intake Date', 'Latest Re-admission date', or 'Time in Tx Starts On' date, depending on which criteria 'Date Type' is selected when generating this report. All 3 available 'Date Types' are saved for each patient on the Dosing Information screen.
Last Tx Plan Review
This column displays the most recent 'Review Date' entered on the Review Tracking screen where the 'Tx Plan Reviewed' field was checked for each patient.
Total Patients
This field displays the total number of patients due for a quarterly review for the selected month, based on the selected criteria 'Date Type'.
Patient ID
This parameter allows users to limit report data by displaying only quarterly reviews due for the specific patient whose 'Patient ID' is entered here.
Month
This parameter is required and limits report data by displaying only quarterly reviews due for patients within the month selected here.
Counselor ID
This parameter allows users to limit report data by displaying only quarterly reviews due for patients assigned on Patient Profile to the 'Counselor' selected here.
Date Type
This parameter is required and determines on which date to base the quarterly reviews due within the selected month. Available selections include 'Original Intake Date' (report will be based on each patient's 'Intake Date'), 'Latest Readmit Date' (report will be based on each patient's 'Latest Re-admission date'), and 'Time in Tx Date' (report will be based on each patient's 'Time in Tx Starts On' date).