(Topic Last Updated On: 05/05/2010)
This report displays individual or group case note entries with associated SmartNote entries. Detailed information is provided for each entered note, including the patient's ID, State ID (CID), and name, the user who entered the note, the entered Note Date, the name of the Note Type, the number of Billable Units entered, whether or not the note is a group or individual note, the duration of the session if defined, the note text, and all questions and responses entered on the associated SmartNote. This report is used to print or export case note records in facilities using SmartNote functionality.
Patient
This field displays the Patient ID and full name of the patient for whom the note was entered, as defined for each patient on the Profile screen.
CID
This field displays the State ID (CID) of the patient for whom the note was entered, as defined for each patient on the Profile screen.
Entered By
This field displays the full name of the user who entered the note, as defined for each user on the Employee Profile screen.
(Note Date)
This field displays the entered Note Date of the note, as entered for each note on the Group Notes or Case Notes screen.
(Billable Units)
This field displays the number of Billable Units entered for the note, as entered for each note on the Group Notes or Case Notes screen.
(Case Note Type)
This field displays the Note Type of the entered note, as defined for each Note Type on the Case Note Templates screen.
(Is Group Note)
This field displays whether or not the entered note is marked as a Group Note on the Case Note Templates screen.
(Duration)
This field displays the Session Start and Session End times recorded for the entered note, followed by default Duration for the entered Note Type in parentheses, as defined by the Minutes Per Unit and Units values on the Case Note Templates screen.
(Attendee/Absentee Note Text)
This field displays the text entered in the note detail field(s) on the Case Notes screen, or in the Attendee Note or Absentee Note fields on the Group Notes screen.
Associated Goals
This field displays the text of each treatment plan goal associated with the case note record on the Case Notes screen.
(SmartNote Name/Text)
This field displays the questions and entered responses of the associated SmartNote.
Patient ID
This parameter allows users to limit the report's data by displaying only case note records for the patient whose ID is entered here.
From Date
This parameter allows users to limit the report's data by displaying only case note records 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 case note records with a Note Date on or before the date selected here.
Show Goals
This parameter allows users to expand the report's data by also displaying treatment plan goals associated with each case note entry.
Case Load
This parameter allows users to limit the report's data by displaying only case note records entered for patients assigned to the Counselor selected here.
Entered By
This parameter allows users to limit the report's data by displaying only case note records entered by the user selected here.
Case Notes Type
This parameter allows users to limit the report's data by displaying only case note records of the Note Type selected here.
Site Group
This parameter allows users to limit the report's data by displaying only case note records entered for patients assigned on Profile to the Site Group selected here.