Number of Care Plans Added (per Provider, per Location)
Our Number of Care Plans Added Reports delve into the number of care plans added by each provider, offering insights into the level of engagement and commitment to comprehensive patient care. This information is invaluable for identifying areas where additional training or support may be needed and for recognizing providers who excel in creating and implementing care plans.
Below is a video tutorial of how to view the number of care plans per provider and per location
Step-by-Step Guide:
1.) Log in to the provider portal and navigate to the "Reports" tab in the Administrator Dashboard.
2.) From the "Usage Reports" tab, the following information is displayed on the foremost section:
- Total Patients Added
- Total HEPs Assigned
- Care plans Assigned - this is a PT University feature
- Number of Providers
- Number of Locations
3.) To expand the view of the above data with regards to the number of care plans assigned, click the "Expand" button found to the right of the "Care Plans Assigned" report.
4.) In the expanded view of the "Care Plans Assigned" report, you'll see a bar graph titled "Care Plans Assigned (Last 30 days) Report" which displays the total number of care plans assigned per provider across all locations.
5.) To refine the displayed data even further, select the filter button to the right of the page.
The filters that can be applied are:
- Date Range - a required field when applying the filter button. Providers can search for up to a year prior to the current date. For example: if today is November 22nd, 2023, I can select my "start date" as November 23rd, 2022.
- Providers - apply the filter to one provider only, or exclude providers from the bar graph data. Simply click a providers name to include them in the report.
- Location(s) - for clinics with multiple locations, providers can filter through a select number of locations, or exclude locations from the bar graph data.
Once your desired filter(s) have been selected, click the "Apply Filter" button to generate the "new" data.
6.) Once the filters have been applied, the bar graph will display the filtered data. Hover your cursor over a bar in the graph to see the number of patients added allocated to the provider(s).
7.) The information can be exported to a .CSV with or without filter applied by clicking the "Export" button.