CCM Missing Consent Dates

The CCM Missing Consent Dates Report assists a practice in identifying patients who are actively receiving case management services, but who do not have a consent date recorded.

1. Go to the Reports section, then under EMR select Connect.
2. Click the icon with a plus sign in the toolbar to create a new Connect report entry.
    
   
   
   
3. When asked to select the Report, scroll under the Case Management header and find CCM Missing Consent Dates. 
4. Type a description, then select Next.  
   
   
   
5. Select the desired fields for the report to show, or simply select 'All.' Then hit 'Finish,' then 'Close,' to complete adding the report. The available fields are as follows:
   
   
   1. Address 1: The first line of the patient's address.
   2. Address 2: The second line of the patient's address.
   3. City: The city from the patient's address.
   4. DOB: The patient's date of birth.
   5. Home Phone: The patient's primary "Home Phone" number.
   6. Other Phone: The patient's primary "Other Phone" number.
   7. First Name: The first name of the patient.
   8. Gender: The gender code of the patient.
   9. Account: The chart number from the patient's account.
   10. Last Name: The last name of the patient. 
   11. Middle Name: The middle name of the patient.
   12. SSN: The social security number of the patient.
   13. State: The state from the patient's address. 
   14. Work Phone: The patient's primary "Work Phone" number.
   15. Zip: The zip code from the patient's address.

To run this report, perform the following steps:

1. If you just created the CCM Missing Consent Dates Connect report, click the refresh icon on the toolbar:
   
   
   
2. Select the created report in the list.
3. Click the drop-down next to the hammer and wrench icon on the toolbar. Then click Run Report.
   
   
   
4. You should see the results on your screen. If desired, you can click the Excel icon at the top to export these results: