Client Condition Goals Report

Description

This report shows Client Condition Goals (as specified under Daily Notes>>Treatment/Analysis/Plan) developed with the client, the date achieved and time taken to achieve the goals.

Use the filter (Show) to specify the status of the goals (Completed, Achieved, Created etc...) to be reported for the selected date range.

Running the Report

  • Go to Reports >> Reports and select Clinical from the Report Category list.
  • Then select Client Condition Goals Report in the Report to Run list.
  • Set up the filters to select the data to be run for the report.
  • Click on Run Report to generate the report.

Filters

TYPE DESCRIPTION
For Vendor

This filter allows you to run the report for a specific Vendor.

For Provider

This filter allows you to run the report for a specific Clinician/Provider.

Show

This filter allows you to select the goals to be included in the report: Completed Goals, Completed Goals Achieved, Completed Goals Not achieved, Goals Created, Goals Not Yet Completed and Goals Started.

Date Range

This filter allows you to select a date range for which to run the report.

Set Period to

This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.).

The Generated Report

From within the generated report you can access the Condition Details page from where you can edit the Exam Notes if required.