INDIVIDUAL REPORTS

INDIVIDUAL REPORTS

REPORTCOMMENT/NOTES
INDIVIDUAL REPORTS
1Client Progress ReportFilter = date range only. shows list of client code, CPT code, CPT Description, start/end time and session number. Doesn't include session date. quickly scan for how many sessions the client has had.
2Individual Attendance ReportFilter = client name, date range. Single client only. Simple list of sessions for the client.
3Individual Payment SummaryFilter = client name, date range. All option for clients. Standard report format used in other places with client name, session date, CPT code, financial columns for balance, client paid, Ins paid ending balance.
4Individual Registration SummaryFilter = date range and counselor with all option. List report with client code, registration date, contact phone, counselor, CPT code, diagnosis code. Only shows clients registered during the date range. Also see Client Status Detail.
5Progress Notes DetailFilter = Client, Date Range. Formatted report by session date showing CPT code and Yes/No for Attendance, Progress Note, Payment and Insurance.
6Progress Notes SummaryFilter = Client code, date range. Per-session formatted report providing session information such as CPT code, date, time, counselor signature but no Progress Notes information.

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