Contract Starts by Treatment Coordinator (TC) Report

Run the Contract Starts by Treatment Coordinator report to obtain a list of the patient contract starts for each of your treatment coordinators for any range of dates. You can view a summary of the report that includes the number of starts, average treatment fee, total treatment fee, and average and total initial fee. Expand the details of one or more treatment coordinators to view additional information, including the treatment phase, patient name, start date, and contract details for that patient. A graph at the top of the report shows the percentage of starts and treatment fees allotted to each treatment coordinator.

Open the Report

Report Settings

Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

Date Range or Smart Date - Enter the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the calendar icon to select a date. You can also enable a Smart Date option to automatically calculate the dates for you. When a Smart Date is enabled, any dates you enter manually are ignored. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header.

Patients with a treatment start date (found on the Findings page of the patient folder) and a corresponding contract that falls within this range will be included in the report.

TCs - Select which treatment coordinators to include on the report, or enable the All TCs option to include all coordinators.

Treatments / Phases - Select one or more treatment phases to include on the report, or choose to include "All".

Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.

View Report Results

If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options. You can use the arrows in the View section of the ribbon bar to view additional pages of a multiple-page report. You can also use the dropdown button or type a number in the zoom field to change the size of the report in your window.