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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Michelle Asbeck commented
As an admin at my practice, this would be critical in ensuring therapists are following documentation requirements. It is TEDIOUS to track this currently. Supervisors at practices need more support around running documentation reports!
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Heather Workman commented
It would be nice to be able to run reports for clients that are missing assessments and treatment plans. Our assessment is not the "initial assessment" but one that we created through dynamic forms. It would be nice to have custom reports with filters to be able to make sure each client has all their required documents.
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Dana Erickson commented
Definitely need to add a feature that allows one to run a report on missing signatures on treatment plans, missing treatment plans, upcoming treatment plan reviews etc. This is so very needed.
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Carey Webb commented
It would be very helpful if there was a report that would include the treatment plans and their dates (initiation, signed, etc.). There's no way for a supervisor to check on those other than to manually open each chart.
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Cassidi Beckstein commented
This!
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Becky Boice commented
This is really a huge need. If we miss updating a treatment plan, we can be penalized by insurance companies during an audit. The treatment plan itself is also inadequate. We should be able to update without completely redoing the treatment plan. We need to be able to edit the treatment plan.
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Caron Leader commented
Please, please, please make this happen! And why wouldn't you work on this if this has been suggested for so long?
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Sharon Leal commented
DITTO on every comment made in this thread! Being able to run a report on Treatment plans would be a huge time saver for me and my 14 counselors.
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Michelle Rogers commented
Initial Assessments/Diagnostic Codes, Progress Notes and Treatment Plans are all auditable items for any agency. It would also be beneficial to include a report for the treatment plan that indicates when it needs to be reviewed.
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Robert Rockey commented
Come on now, Theranest!!! This Treatment Plan Report issue has been commented on nearly 5 years now (I see requests from 2016, plus my own a few years ago). How many "Votes" do we need? You do this for Assessments and Progress Notes, so there must be some sort of template to build off of. Treatment Plans are mandated by State and Medicare regulation, and reflect good care and practice. I am dependent on Theranest for my documentation needs and our clinic pays you well. And I need this. Please do not continue to disappoint me and the 42 "commentors" on this overdue gap in your software.
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Althea Bynum commented
A Treatment Plan Missing report will allow our agency to keep our charts current.
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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
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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.
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Jill Perry commented
It would be helpful to have a report that shows outstanding treatment plans and cases that have no treatment plans.
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Jen Walker commented
I would love the option to run a report showing missing treatment plans.
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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.
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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).
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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.
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Amy Sperber commented
Have a place that you can see any unsigned document.
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Victoria Carter commented
This would be great to have an option to view the report on this!