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Prescriptions (Analytics Report)

Prescriptions is an  Analysis Grid style report that includes SOAP 1.0 and 2.0 data and helps you understand visit utilization across clinics by providing counts of Available, Used, and Total Prescribed Visits. This report also provides insight into patients with more than one prescription with the start/end dates. 

Note: This information pulls data directly from the prescription as added to the patient’s case.

  1. Choose which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) button.
  2. Select the Date Range.
  3. Add custom Filters to create specific segments of data using any of the column values in the report.
  4. Select Add Chart to visualize the data. Charts can be saved and displayed in your Custom Dashboards.
  5. Use the Column Headers to Sort, Filter, Group, Aggregate, or Format the report output.
  6. Once you've manipulated the report to your liking, you can save the customizations to your Saved Reports to run again later or share it with others in your organization.
Tip: Curious about overutilization? Use the following filter. This will display all patients with a negative number of Used Prescribed Visits, indicating treatment outside of the prescription.


You can locate this report in the  Visits section of Reports in Analytics. If you do not see the report listed in this section, ensure that you have the correct Analytics Access permission.

Column Field Descriptions

Field Name Definition Source
Primary Treatment Clinic The clinic designated as the Primary Treatment Clinic within the patient's case. Primary Treatment Clinic drop-down in the Add/Edit Case window
Last Location Seen The clinic where the patient's most recent finalized note occurred. Patient Notes
Patient Name The full name of the patient as it appears on the patient chart. First Name and Last Name fields in the Patient Info section
Case Name The title of the patient's case. Case Title field in the Add/Edit Case window
Case Status The status of the patient's case in the EMR. This includes active or discharged cases. Patient Case
Assigned Case Therapist The therapist assigned to the patient's case. Assigned Therapist field in the Add/Edit Case window
Primary Insurance The name of the primary insurance added to the patient's case. Primary Insurance drop-down in the Add/Edit Case window
Prescription Start Date The prescription start date entered in the patient's case. Effective Start date field in the Prescriptions window
Prescription End Date The prescription end date entered in the patient's case. Effective End date field in the Prescriptions window
Available Prescribed Visits The patient's remaining number of prescribed visits. Calculated Value
Used Prescribed Visits The number of finalized notes within the patient's case that have dates of service falling within the range of the prescription's start and end dates. Patient Notes
Total Prescribed Visits The total number of prescribed visits, as entered into the Prescription window of the patient's case. Number of Visits field in the Prescription window
Multiple Prescriptions A yes/no flag indicating whether there is more than one prescription for the patient's case. Add/Edit Prescriptions window in the Patient's Case
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