Care Plan Ending


Care Plan Ending


The care plan ending report allows you to see what care plans are coming to an end on a patient’s case, in a specific date range.

This helps monitor care and when a reevaluation may need to take place to determine if a patient need to change the type of care they are on or be placed on a new care plan.

This Report generates by Assigned Provider. If a Provider is not Assigned to the patient, in their patient file> Patient info tab, they will be seen under the Unassigned category.


To Run the Report


Under Reports

Care Plan Ending

Select Appropriate Filter:


Care Plan with __ or Fewer visits left and ending in the following date range, add the number of Visits and Date Range


Care Plan with an end date that falls in the following date range and then select Date Range.

Options for date range are: Range of days, Day, Week, Month, Quarter or Year

Select Provider:

CoAction defaults to ALL providers but, you may select a specific Provider.



Here is a sample of what the report will look like:

You will see the provider the patient is assigned to, name of patient, case, care plan name, scheduled end date, number of remaining visits, if additional visits were included and next scheduled appointment date.

To Download/Print a Report

All reports will display a tool bar at the top of the page when generated.

You will be able to Print and Export the document. You will see the Red Circle is highlighting the Print button and the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word. 



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