Report: Quarterly Reviews Due Next Month
(Topic Last Updated On: 05/05/2010)
This report is similar to the Quarterly Reviews Due report, but displays the list of quarterly reviews due based on each patient's 'Latest Re-admission date' stored in Dosing Information. This report also differs because quarterly reviews due are not displayed for the selected criteria 'Month', but instead the quarterly reviews due listed are those in which the selected 'Month' falls in the middle of each patient's quarter. This report is grouped by the 'Counselor' assigned to each patient. Each patient's ID, CID, full name, and SSN are displayed, along with each's 'Latest Re-admission 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.
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.
Latest Intake Date
This column displays each patient's 'Latest Re-admission date', as entered for each 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 'Latest Re-admission date', 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 'Latest Re-admission date', 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.
(Employee ID - Counselor Name)
This field serves as a header, under which patients assigned to this 'Counselor' who are due for a quarterly review are displayed.
Total Patients For (Counselor Name)
This field displays the total number of patients assigned to each 'Counselor' who are due for a quarterly review for the selected month.
Total Patients
This field displays the total number of patients due for a quarterly review for the selected month.
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 whose quarter contains the 'Month' selected here as the middle month of the quarter.
Counselor
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.