Report:  User Activity

 

(Topic Last Updated On:  05/05/2010)

 

This report displays a summary of each user's activity in Methasoft over a selected date range, broken down by common system activity such as entering case notes, billable units, treatment plans, referrals, orders, and guest-dosing schedules.  The 'Total Patients' column indicates how many patients are currently assigned to each 'Counselor' on the Patient Profile screen.  Grand totals are also provided for all users.  This report is generally used by administrative staff to periodically review user activity.  Facilities tracking case note 'Billable Units' sometimes use this report to ensure billable units are being entered promptly and accurately.

 

 

Report Column Explanations

 

Users

This column displays the full name of each active Methasoft user as entered on the Employee Profile screen.

Total Patients

This column displays the number of patients currently assigned to each user in the 'Counselor' field on the Patient Profile screen.

Notes Entered

This column displays the total number of case notes entered on the Case Notes and/or Group Notes screen by each user over the selected date range.

Billable Units Entered

This column displays the total number of 'Billable Units' entered with case notes entered on the Case Notes and/or Group Notes screen by each user over the selected date range.

Tx Plans Entered

This column displays the total number of treatment plans entered on the Treatment Plans screen by each user over the selected date range.

Referrals Entered

This column displays the total number of patient referrals entered on the Make Referral screen by each user over the selected date range.

Orders Entered

This column displays the total number of patient orders entered on the Orders screen by each user over the selected date range.

GD Schedules Entered

This column displays the total number of guest dosing schedules entered on the Guest Dosing Schedule screen by each user over the selected date range.

 

Report Field Explanations

 

Totals for All Users

This field displays grand totals for all users, providing totals for each of the 7 user action columns.

 

Criteria Explanations

 

Counselor

This parameter allows users to limit the report's data by displaying only the user activity for the 'Counselor' selected here.

From Date

This parameter allows users to limit the report's data by displaying only user activity occurring in Methasoft on of after the date selected here.

To Date

This parameter allows users to limit the report's data by displaying only user activity occurring in Methasoft on of before the date selected here.

Job Role

This parameter allows users to limit the report's data by displaying only user activity occurring in Methasoft by users assigned to the 'Job Role' selected here, as assigned to each employee on the Employee Profile screen.