(Topic Last Updated On: 06/26/2018
This report provides the user with the ability to calculate a set of Treatment Plan expiration dates based off of a desired certain number of days. Expiration dates are calculated using the Treatment Plan 'Created On' date and the number entered in the required 'XX Days Next Review' report criteria field. This report only retrieves active Treatment Plans, and has the ability to generate data for a specific Counselor's caseload, a specific Treatment Plan Type, or a combination of both. Treatment Plans with past expiration dates, based off of the selected report criteria, are highlighted in gray.
Patient ID
This column displays the patient display ID as defined on the Patient Profile screen.
Patient Name
This column displays the patient's full name in the format of 'Last, First'.
Latest Intake Date
This column displays the patient's latest intake or re-admission date as defined on the Dosing Information screen.
Last Tx Plan Created Date
This column displays the patient's latest active Treatment Plan 'Created On' date.
xx Days
There are 3 'Days' columns that display the calculated dates the Treatment Plan will expire on. These dates are calculated using the Treatment Plan 'Create On' date and the number entered in the required 'XX Days Next Review' report criteria field. The first date column (left-to-right) gives the expiration date of the Treatment Plan 30 days prior to the user entered 'XX Days Next Review' number. The second column displays the expiration date 15 days prior to the entered number, and the last column displays the expiration date as of the number of days entered in the report criteria field. (ie. If the user enters '90' in the 'XX Days Next Review' field, then the columns would display expiration dates for 60 Days, 75 Days, and 90 Days after the Treatment Plans 'Create On' date.) Expired dates are highlighted in gray.
Days to Expire
This column displays the number of days left before the Treatment Plan will expire, based on the number entered in the 'XX Days Next Review' report criteria field. Treatment Plans that have past expiration dates, based off of the selected report criteria, will display 'Expired' in this column.
Tx Plan Type
This column displays the type of Treatment Plan as defined on the Treatment Plan screen.
Date of Last Signature
This column displays a date and time stamp of the last signature attached to the Treatment Plan from the Digital Signing screen.
Last Tx Plan Reviewed
This column displays the latest date that a 'Tx Plan Review' was recorded using the Review Tracking screen, found under the Counselor menu.
Counselor ID
This parameter allows users to select a specific Counselor from the dropdown list and limit the report to show only patients assigned to the selected Counselor.
XX Days to Next Review
This is a required report parameter. All Treatment Plan expiration date calculations are based off of the number entered in this field.
Inc. Patients w/o Plan
This parameter allows users to generate the report to include patients that do not have an active Treatment Plan. Patients without an active Treatment Plan will display on the report without dates, and '<No Plan>' will display under the 'Tx Plan Type' column.
Only Expiring In 30 Days
This parameter allows users to filter the report to show only patients where the third date column is less than 30 days from the calculated Treatment Plan expiration date. This report feature is useful when needing to review Treatment Plans that will be expiring in the next 30 days.
Tx Plan Type
This parameter allows users to select a specific Treatment Plan Type from the dropdown list, and limit the report to show only patient's Treatment Plans that have been created under that selected type.