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Report Builder Tag Options

8/6/2020

 
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.
​
  • 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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