Report on missing, expiring, and unsigned treatment plans
Allow me to run a report that will show all clients that have missing, expiring, and/or unsigned treatment plans.
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Rahel Katz commented
Allow me to run a report that will show all clients that have missing, expiring, and/or unsigned treatment plans and assessments.
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Lauren LaSanta-Tuazon commented
Insurance companies require treatment plans so a report to track the initial treatment plan and date of the last treatment plan is needed. When you have several staff this is very difficult to track manually. Please implement ASAP.
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Katie Bade commented
Develop a report that can track the initial date a treatment plan was created and be able to filter by provider to see who has treatment plans that have not been updated in 6 months, etc.
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Charlee Taylor commented
Create a report to collect "missing treatment plans" for the practice by provider similar to missing progress notes reports
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Beth Barta commented
This is a no-brainer. We NEED this immediately.
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Rachael Eichhorn commented
We need an alert for missing treatment plans like progress notes.
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Bill commented
Yes, it is a need. Please add.
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Katie Bade commented
Create treatment plan report that shows missing treatment plans, unsigned treatment plans, and clients that need an updated treatment plan.
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Alice Malachowski commented
I see this has been a request since 2016, so I am wondering if TheraNest actually reviews this feedback. Having a report regarding unsigned treatment plans is imperative for insurance compliance and risk management. It is a huge liability not to have this type of report in an EHR. Could someone from TheraNest please address the movement on this issue. Thank you.
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Silvina Smith commented
Running a report by treatment plan date will allow clinician to plan ahead to confirm that clients keep their appointments to meet the timeline.
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Max Manix commented
Signed and unsigned Progress Notes by a Supervisor are easy to track, but Initial Assessments and Treatment Plans are not. For progress notes, there are two reports - Missing Progress Notes and Progress Notes Signature Report.
Can you please create reports for Missing Initial Assessment Notes and Missing Treatment Plans? Also, please create reports for Initial Assessment Notes Signature Report and Treatment Plans Signature Report? In December, it became required by Theranest for Supervisors to sign all Initial Assessments and Treatment Plans to move forward in the process and have the Associate Counselor then be able to sign. This is important for insurance purposes and Associate Counselors need to be signing them in a timely manner.
Right now, Associates can't check in bulk which Initial Assessments and Treatment Plans still need to be signed by Supervisors after initially sending them. You have to look up clients one at a time. If a Supervisor clears their alerts after signing Progress Notes, there is no way to find unsigned Initial Assessments and Treatment Plans. Therefore, the Associate is unable to sign either one until they are sent back to them signed by a Supervisor. It would also be helpful to have an icon at the top (like Progress Notes) that need to be signed for Initial Assessment Notes and Treatment Plans for Supervisors. This is a major issue for Supervisors, Associate Counselors and insurance paperwork!
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Misty McGee commented
Yes!!! Please!! Report should include update of Initial Assessments and any changes made to original diagnosis that was automatic (include date of change)
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Jazmine Silva commented
I want to second this idea. It would be fantastic to run a report of missing, expiring or unassigned treatment plans.
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Natasha Jones commented
Upvoting this request for missing treatment plans report just like the missing notes report.
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Linda Bohnet commented
Treatment plan template already has an area at the top to enter the future overall review date, however, the future overall review date does not show on the generated/signed treatment plan. It would be helpful for the future treatment plan review date to show up as a task under the agenda tab or create a report that tracks upcoming treatment plan review dates.
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Meagan Ellis commented
A report similar to the missing or unsigned note report would be very helpful. That way it could be easily found which plans are missing, need to be updated or that are unsigned.
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Sharon Leal commented
PLEASE DEVELOP A MISSING TREATMENT PLAN REPORT, SIMILAR TO THE MISSING PROGRESS NOTE REPORT. This feature has been requested for years, if we can track missing notes, why can't we track missing treatment plans?! Please help with this!!
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Jazmine Silva commented
This way we can monitor which clients are missing Treatment Plans, which clients need updates in their Treatment Plans and which already have their treatment plans.
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Kat Ludwig commented
And diagnostic plans. This is all SUPER tedious to go through each client individually.
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Jason Witt commented
Supervising Clinician could really use the ease of having this report instead of digging through each of her therapists clients profiles.