(Topic Last Updated On: 08/06/2015)
This report displays detailed patient and treatment plan information as entered on the Treatment Plans screen. All plan details are included for each plan item, and numerous sub-reports can be included on this report for additional information, including drug screen results, prescription information, referrals, SNAP profiles, and associated case notes. This report is generally printed for each patient periodically, to be signed by the patient and counselor and filed in patient charts.
Main Report Field Explanations
Patient Name
This field displays the name of the patient in First Name, Last Name format.
Patient ID
This field displays the 'Patient ID' number of the patient as entered on the Patient Profile screen.
Patient CID
This field displays the 'State ID (CID)' for the patient as entered on the Patient Profile screen.
Patient Phase
This field displays the patient's current 'Phase Type' as selected on the Dosing Information screen.
Current Dose
This field displays the patient's current total daily dosage amount and 'Drug Type' as entered on the Dosing Information screen.
Counseling Type
This field displays the 'Counseling' selection made on the Treatment Plan screen for the displayed plan.
Primary Diagnosis Code
This field displays the patient's 'Primary Diagnosis Code' (ICD-9 or ICD-10) as selected on the Additional Patient Information window accessible from the Profile screen.
Initial Intake Date
This field displays the patient's 'Intake Date' as entered on the Dosing Information screen.
Time in Tx Date
This field displays the patient's 'Time in Tx Starts on' date as entered on the Dosing Information screen.
Next Goal Review
This field displays the date of the closest upcoming 'Next Review Date' for a Goal on the patient's active treatment plan, as entered on the Treatment Plan screen.
Created On
This field displays the date the displayed treatment plan was entered in Methasoft.
Couns. Frequency
This field displays the 'Frequency' selection made for the treatment plan on the Treatment Plan screen.
Plan Name
This field displays the 'Plan Name' of the treatment plan as entered on the Treatment Plan screen.
Plan Type
This field displays the 'Treatment Plan Type' of the treatment plan as selected on the Treatment Plan screen.
Created By
This field displays the User ID of the user who created the treatment plan in Methasoft.
Plan Summary
This field displays the 'Plan Summary' text for the treatment plan as entered on the Treatment Plan screen.
Strengths
This field displays the patient's most recent 'Strengths' text as entered on the SNAP screen.
Needs
This field displays the patient's most recent 'Needs' text as entered on the SNAP screen.
Abilities
This field displays the patient's most recent 'Abilities' text as entered on the SNAP screen.
Preferences
This field displays the patient's most recent 'Preferences' text as entered on the SNAP screen.
Problem
This field displays each Problem's 'Problem Text' as entered on the Treatment Plan screen.
Added
This field displays the date each Problem was added to the patient's treatment plan on the Treatment Plan screen.
Ind./Cat.
This field displays each Problem's 'Index/Category' as selected on the Treatment Plan screen.
Status
This field displays each Problem's 'Status' as selected on the Treatment Plan screen.
Severity
This field displays each Problem's 'Severity Rating' as selected on the Treatment Plan screen.
Goal
This field displays each Goal's 'Goal Text' as entered on the Treatment Plan screen.
In Patient's Own Words
This field displays each treatment plan item's 'In Patient's Own Words' text as entered on the Treatment Plan screen. The text in these fields is highlighted in gray.
(Plan Item Type) Intervention
This field displays each Intervention's 'Intervention Text' as entered on the Treatment Plan screen.
Term
This field displays each Goal's 'Term' as selected on the Treatment Plan screen.
Duration
This field displays each Goal's 'Duration (Days)' as selected on the Treatment Plan screen.
Target Date
This field displays each Goal's 'Target Date' as entered on the Treatment Plan screen.
Next Review Date
This field displays each Goal's 'Next Review Date' as selected on the Treatment Plan screen.
Method
This field displays each Method's 'Method Text' as entered on the Treatment Plan screen.
Method (Date)
This field displays each Method's 'Target Date' as entered on the Treatment Plan screen.
Outcome for Goal
This field displays each Outcome's 'Outcome Text' as entered on the Treatment Plan screen.
Status
This field displays each Outcome's 'Outcome Status' as entered on the Treatment Plan screen.
Status Date
This field displays each Outcome's 'Status Date' as entered on the Treatment Plan screen.
Drug Screen Results Sub-Report Grid Column Explanations
Test Date
This column displays the 'Test Date' for each drug screen result as entered on the Drug Screen Results screen.
Meth - Oxy
These columns represent the substances tested for in drug screens at your facility. An 'X' in this column indicates the patient was positive for the corresponding substance, as entered on the Drug Screen Result screen.
Other
This column displays the 'Other Information' text for each drug screen result as entered on the Drug Screen Results screen.
Associated Case Notes Sub-Report Field Explanations
Treatment Plan Case Notes
This field serves as a header under which all types of case notes (except the 'Treatment Plan Review' type) associated with one or more of the treatment plan's goals are displayed.
(Date)
This field displays the 'Note Date' for each associated case note as entered on the Case Notes screen.
Units
This field displays the number of 'Billable Units' entered for each associated case note on the Case Notes screen.
(Note Type)
This field displays the 'Note Type' of each associated case note as selected on the Case Notes screen.
(Entered By)
This field displays the User ID of the user who entered each associated case note on the Case Notes screen.
Associated Goals
This field serves as a header beneath each associated case note, under which the goals associated with each note are displayed.
Treatment Plan Reviews
This field serves as a header under which all 'Treatment Plan Review' type case notes associated with one or more of the treatment plan's goals are displayed.
Patient Referrals Sub-Report Grid Column Explanations
Patient ID
This column displays the patient's 'Patient ID' number as entered on the Patient Profile screen.
Referral Agency
This column displays the 'Referral Agency' selected for each referral on the Make Referral screen.
Referral Date
This column displays the 'Referral Date' entered for each referral on the Make Referral screen.
Intake - Other
An 'X' appears in one of these columns indicating the 'Referral is part of' selection made for each referral on the Make Referral screen.
Contact Info. Given
An 'X' in this column indicates whether or not the 'Contact Information Provided' checkbox was checked for each referral on the Make Referral screen.
Patient Referrals Sub-Report Field Explanations
Total Referrals
This field displays the total number of referrals displayed on this sub-report.
Prescription Information Sub-Report Grid Column Explanations
Rx Drug Type
This column displays the 'Rx Drug Type' selection made for each prescription on the Prescription Information screen.
Rx Name
This column displays the 'Rx Name' entered for each prescription on the Prescription Information screen.
Start Date
This column displays the 'Rx Start Date' entered for each prescription on the Prescription Information screen.
Reason
This column displays the 'Rx Comments' text entered for each prescription on the Prescription Information screen.
Patient ID
This parameter allows users to limit the report's data to only display treatment plans entered for the patient whose 'Patient ID' is entered here.
Plan Types
This parameter allows users to limit the report data to display only plans of the 'Treatment Plan Type' selected in this field.
Plan Status
This parameter allows users to limit the report data to display only treatment plans with the 'Plan Status' selected in this field.
Show Drug Screens
This checkbox determines whether or not the Drug Screen Results sub-report will appear on this report.
Show SNAP
This checkbox determines whether or not the patient's most recent SNAP entry will appear under the 'Plan Summary' on this report.
Include Notes
This checkbox determines whether or not case notes associated to the treatment plan's goals (including 'Treatment Plan Reviews') will appear on this report.
Show Referrals
This checkbox determines whether or not the Patient Referrals sub-report will appear on this report.
Show Rx
This checkbox determines whether or not the Prescription Information sub-report will appear on this report.
Site
This parameter is irrelevant for Methasoft users. Only a facility's Home Site will appear available for selection in this field, and 'All' will be selected by default.