Idea Forum

Create a report showing users who do or no not have treatment plans.

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  • Aug 9 2018
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    Tami Utz commented
    4 Feb, 2019 11:31pm

    Thanks, Cher!

  • Cher Bunkley-Rea commented
    4 Feb, 2019 10:57pm

    The current report does not work well for us without export. An "all" option or "default site" would save a lot of time since we are a big agency. The current report shows multiple (old) treatment plans for the same client. I would like it if only the most current plan was listed.


  • Admin
    Tami Utz commented
    4 Feb, 2019 10:30pm

    We currently have a Treatment Plan Due Date Report that would be modified allow for the determination/search of clients who do not have Treatment Plans. This existing report can be searched by Clinician and is printable. I will work with the developers to determine how easily we could include the ability to export this report (in addition to printing) and if we could provide an "all" option instead of just a per clinician filter.

  • Cher Bunkley-Rea commented
    4 Feb, 2019 09:28pm

    Would this report show users or clients? Could it be exportable? Can it show treatment plan expiration dates?