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.

-
Karen Scafidi commented
Add a report that shows treatment plan due dates or add a treatment plan due date to a field on another client report
-
Jena Rhodes commented
similar to the missing progress note report that is available, it would be nice to have a report to any clients missing a treatment plan.
-
Jill Perry commented
It would be helpful to have a report that shows outstanding treatment plans and cases that have no treatment plans.
-
Jen Walker commented
I would love the option to run a report showing missing treatment plans.
-
Beza Addis commented
Hello,
I wanted to suggest creating a section on the report section where clinicians can view which Assessment and Treatment plan have been signed off or are missing signature? The way we can view the progress note signature report.
If possible also on the report section to have a place where we can view missing treatment plan.
Thank you for your consideration.
-
Florian Portis commented
I endorse the comment made by Michelle. "It would be incredibly beneficial to create a report to track missing treatment plans as well as alerts to clinicians and supervisors when treatment plans are expiring and need review. This would help ensure quality of records when completing utilization review for group practices."
Also, it would be helpful if the supervisor is alerted when the treatment plan is completed (just like the progress notes).
-
Michelle Asbeck commented
It would be incredibly beneficial to create a report to track missing treatment plans as well as alerts to clinicians and supervisors when treatment plans are expiring and need review. This would help ensure quality of records when completing utilization review for group practices.
-
Amy Sperber commented
Have a place that you can see any unsigned document.
-
Victoria Carter commented
This would be great to have an option to view the report on this!
-
Monica (Jackson) Alharazim commented
A query for Treatment plans to show when they are missing and unsigned.
-
Brandon Seigel commented
Right now there is no way to view upcoming alerts. It would be optimal if we could have a report that shows any upcoming alerts - such as alerts tied to the treatment plan.
-
Katherine Marshall commented
We need to be able to run a report based on treatment plans. Like
1. Which clients have one
2. Which clients don't have one
3. Which clients has expired treatment plans
4. Which clients need treatment plans updated
5.. Date plans enter in, date expired -
Kellyanne Rugenstein 107 commented
Yes, yes, YES! Much needed.
-
Christine Randle commented
Please add this feature.
-
Katie Fleming commented
Agreed, this is an essential feature!
-
Lillianis Cruz commented
Please add a report that allows you to identify cases missing a treatment plan (similar to the missing notes and assessments due report)
-
Myra McNair commented
Yes, we cannot keep up on our records and client files properly without this feature. We may have to find another portal if this does not happen.
-
Heather Kramer Almquist commented
This is an ESSENTIAL Should not even be up for vote.
-
Stephanie Thornton commented
Ideally, all statuses in one report unlike the notes that you have to run two reports for missing and unsigned.
-
Stephanie Shell commented
Create a report to track treatment plan creation (similar to initial assessments and progress notes).