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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Monica (Jackson) Alharazim commented
A query for Treatment plans to show when they are missing and unsigned.
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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.
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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 - Billing commented
Yes, yes, YES! Much needed.
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Christine Randle commented
Please add this feature.
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Katie Fleming commented
Agreed, this is an essential feature!
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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)
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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.
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Heather Kramer Almquist commented
This is an ESSENTIAL Should not even be up for vote.
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Stephanie Thornton commented
Ideally, all statuses in one report unlike the notes that you have to run two reports for missing and unsigned.
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Stephanie Shell commented
Create a report to track treatment plan creation (similar to initial assessments and progress notes).
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Rebecca Stone commented
I agree with the others that having a Treatment Plan report (with missing and unsigned options) is essential to running our practices effectively, maintaining good quality of care, and compliance with insurers.
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stephanie souza commented
having a way to pull a report each month on treatment plans due as well as Diagnostic assessments
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Anonymous commented
This is a must! We need to be able to run reports for upcoming treatment plans that are due and not just be dependent on alerts.
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Donna Massey commented
We also need this to generated based on the CLIENT'S SIGNATURE. The entire tx plan could be completed with a clinician signature, but if the client does not sign then it is still considered missing.
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Donna Massey commented
Treatment plans are not valid unless they are signed. We need to ensure all treatment plans are signed by law. Thank you :)
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Donna Massey commented
We need a report that runs missing tx plan and/or missing tx plan PATIENT SIGNATURE report. We have to have our patients sign the tx plan and sometimes the tx plan is not done or not signed by the patient and the supervisor has no way of knowing.
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Jeffrey Lang commented
It would be very helpful to have the ability to run a report on treatment plan completion dates, a report on when treatment plans expire, and a have a feature that connects session number and treatment plan completion.
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Lauren Bujosa commented
I agree, it would be super helpful for supervisors to be able to run a report on treatment plan completion dates, and when they expire. Especially for Medicaid clients where this is a requirement.
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Dacia Dyer commented
I love all the reports available but would Really appreciate having a report to check on progress notes, intake notes and Especially treatment plans!! We need to get treatment plans done quickly to bill medicaid and it's hard to keep track of who we're missing without having to go into Every.Single.Client.File. :(