Report Builder Tag Options

The following is a list of all the potential tags to pull automatically into the report to help save you time when writing documentation. 

Items will pull from the Client List. 

Tags

• Patient First Name
• Patient Last name
• Patient Gender
• Patient Age
• Patient Age in Months
• Patient Birth date 
• Patient Phone
• Patient Email 
• Patient Address
• Patient Diagnosis  
• Allergies
• Date of First Session
• Number of Sessions Attended
• Recommended Continuing Sessions
• Reporting Period
• Current Date
• Current Time 
• Facility Name
• Facility Address
• Therapist Name
• Therapist First Name  
• Therapist Last Name
• Therapist Email
• Therapist NPI 
• Referring Physician Name
• Referring Physician NPI 
• Student Therapist Name
• Appointments Attended  
• Appointments Canceled  
• Appointments Canceled By Therapist
• Appointments Canceled By Client
• Appointments No-Show  
• Family Member Name 
• Family Member Relationship
• Family Member Phone
• Family Member Email
• Family Members: Name, Relationship, Phone, Email
• He, She, The client
• His, Her, Their
• Him, Her, Them
• Himself, Herself, Themselves
• Insurance Provider
• Membership ID
• Insurance Group Number
• Insurance Copay
• Prior Authorization Number
• Patient's Relationship to Insured
• Secondary Insurance 
• Patient Information: (pulls like below)

                   Name: Lana Fox
                     Date of Birth: 06/29/1991
                     Age: 29 years
                     Diagnosis:
                     Therapist: Tyler Fox
                     Date of Report: 08/06/2020
                     Reporting Period: 04/06/2020 to 08/06/2020

Items will pull from the SOAP Note and Goal Manager from the Report Start and End Date Selected.
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• Appendix: Pulls all information from the SOAP Note Subjective, Objective, Assessment, Plan, & Assigned Homework
• Assessment Comments: Pulls Assessment comments.
• Quantitative Tracker Comments: Pulls Quantitative tracker comments 
• Subjective Comments: Pulls Subjective tracker comments
• Goals & Graphs: Pulls Goals, objective tracker titles & graphs 
• Patient LTGs: Shows all patient long term goals.
• Patient LTGs & STGs: Shows all patient long term and short term goals.
• Present Therapy Goal List: Shows all LTGs & STGs that have NOT been marked Met/Not Met.
• Complete Goal List: Shows archived & active goals

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