Cases Due For Review

Summary:

Cases that have a review date within your date range

Parameters

Location Status:

As default it will only display data for Active & View Only locations. To see 'All' this will need to be selected

Location:

Leave blank to show data for all locations from the setting above. For example, if no locations are selected it will look for all 'Active & View Only’ locations as shown above.

Practitioner Status:

Defaults to ‘Full Time & Pay G’ practitioners. If you need to see disabled practitioners ‘All’ should be selected

Practitioner:

Leave blank to pull through all the practitioners from the setting above. Otherwise select as many practitioners on the drop list as needed.

Medical Contact:

If left blank this selection will be ignored. You can narrow down your search by selecting one or multiple medical contacts from the drop-down list. This list populates from the Contacts tab found under (Contact>Contacts)

Review Date:

Date selection is mandatory. The report will pull through all cases with a review date between your date range

Group By Location?

Separates the data into location groupings, with totals per location at the bottom of each group

Group By Practitioner?

Separates the data by practitioner, with totals per practitioner at the bottom of each group.

Note: If more than one grouping is selected they will stack one under another in the order they appear in the parameter section.

Once you submit your parameters you can save this as a preset by pressing save at the top right-hand side of the report.

Columns

Location:

The location that the case is linked to

Case Ref:

The unique case reference number. This is hyperlinked, which when clicked will open the case in a new tab.

Client Ref:

The client reference number on the client record.

Client:

The full name of the client. This will be hyperlinked, which when clicked will open the client record in a new tab.

Contact Details:

It will display the client’s mobile number. If this is blank, it will display their work telephone number. Finally, if this is blank it will show their home telephone number.

PostCode:

Client’s postcode

Diagnosis Code:

The diagnosis code assigned to the case

Admission Date:

The admission date of the case (Usually the first appointment date)

Discharge Date:

The discharge date of the case. This would be completed on the discharge template.

Review Date:

The review date of the case. This would be completed on the discharge template.

Medical Contact:

The medical contact linked to the case (not the client record)

Number of Appointments:

The number of appointments linked to the case.

Practitioner:

The practitioner assigned to the case. This will default to the practitioner linked to the first appointment of the case.

If exporting the data into a CSV or Excel file, the grouping parameters should be ignored.