This report will help you keep track of how many therapy visits have been done and when the last evaluation was completed.   In order to keep track of the evaluation, the visit status code used must have a description that contains the word “ASSESS” or “EVAL”.  If the visit status code does not contain one of the two words then the report will not pick up the date of last eval and will not calculate the number of days since last eval.  This means that you may have to add a new visit status code for THERAPY EVAL, and make sure the therapists are aware of when to use that new code. 

How to Run the Report

From Barnestorm Office click on Reports > Audit > 07.07 Therapy Pt Eval Tracking. 

o   From and Thru date = Patients active during time period selected.  The default date is 18 days back from today.

o   Program(s) and Team(s) = Filter which patients to select.  This report will no longer filter by employee. 

o   POC Assessments = Select this bullet if you use the Point of Care system.

o   Chargeable Visits = Select this bullet is you DO NOT use the Point of Care system.

o   Omit Eval Not Needed = Does not pull patient's that have been discharged or therapy who have been discharged during the time period selected.  The patient/therapy will show up if their eval is overdue. 

o   PPS-Medicare Only, PPS-Non-Medicare Only, All PPS, Medicaid = Select the payer type.  Currently, only Medicare requires this, effective April 1, 2011.

How to Read the Report

o   Ther = Type of therapy.

o   Admit Dt = Patient's admit date. 

o   1st Visit = Date of select therapy's first visit. 

o   Last Visit = Most recent chargeable visit for select therapy. 

o   Employee D/C Date = Discharge date for therapy listed under Referral > Employee tab. 

o   Patient D/C Date = Discharge date for patient listed under Referral > Payer tab.

o   Date of Last Eval = This will look for the word “ASSESS” or “EVAL” within the visit code.  If one does not exist then *No Eval will appear. 

o   Days Since Last Eval = Calculates the number of days between last eval and today. 

o   Next Eval Due = Calculates the date the next eval should be scheduled on. 

o   Last Eval By = Name of therapist who completed the last evaluation.