Report:  Required Treatment Summary

 

(Topic Last Updated On:  05/05/2010)

 

This report displays all active patients and the number of billable individual and group case note entries entered for each patient over a selected date range.  Inactive patients are only included if one or more billable sessions were entered for them for the selected date range.  This report includes each patient's required individual and group sessions as entered on each patient's active treatment plan(s).  This report is intended for administrative and/or counseling staff, allowing them to review the sessions that have been entered for comparison with each patient's requirements.

 

 

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.

CID

This column displays each patient's State ID (CID), as entered on the Profile screen.

Total Ind Sessions

This column displays the number of individual billable case note entries entered for each patient during the selected criteria date range.

Total Grp Sessions

This column displays the number of group billable case note entries entered for each patient during the selected criteria date range.

Current Required Treatment - Plan Type

This column displays the Plan Type selected for each type of treatment plan entered on the Treatment Plans screen.

Current Required Treatment - Couns. Type

This column displays the Counseling type selected for each type of treatment plan entered on the Treatment Plans screen.

Current Required Treatment - Frequency

This column displays the Frequency data entered for each type of treatment plan entered on the Treatment Plans screen.

 

Criteria Explanations

 

Billable Sessions From

This parameter allows users to limit the report's data by only displaying the number of billable group and individual sessions entered on or after the date selected here.

To

This parameter allows users to limit the report's data by only displaying the number of billable group and individual sessions entered on or before the date selected here.