The Program Caseload Summary (BH) template provides functionality to support the review of clinical caseloads, over of services, and due dates for treatment plans.
Note: You can control all patients in a program from the
Demographics template. You can collect the caseload summary data from the
Program,
Location, and
Provider fields in the
tis_programs_hx window from the
Demographics template. For more information on enrolling patients into programs, see
Add or Modify a Client's Program.
On any of the following panel, you can select a patient in the grid, and then select Open Chart to access the patient's chart.
- Caseload by Provider
- Caseload by Location
- Caseload by Program
- Chart Details
- Reviews Due