Date Tracking NYC

Date Tracking

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1. Date Tracking is a tool in CLAIMS that *Allows tracking dates of services that were missed by therapistHelps keep track of various Case Management tasks

2. Date Tracking is commonly used by Case Management for *Following up on service start dates and progress reportsIdentifying and documenting service gaps

3. Most Date Tracking reports work based on *Initial service date entered in the Child Information screenTarget and Actual dates entered in the Important Dates screen

4. From the following options, which option is reviewed and fixed by Billing Department if it appears in the report as missing *Office, Date TypePayment SourceCategory, Case Manager, Date Due

5. Custom Grid can be used to *Modify the type of information that is included in the Date Tracking reportChange the number of results retrieved by the report

6. To remove a case from the Date Tracking report list it is necessary to *Add an actual date for the relevant category in the Important Dates screenDelete the target date for the relevant category in the Important Dates screen

7. Changing a progress report target date in Important Dates is not possible *TrueFalse

8. If a case should not be reflecting on the Date Tracking report even though there is a target date (ex: progress report is not needed or cannot be obtained) *The target date can be deleted from CLAIMSThe relevant Important Date category should be marked “N/A”

Autism & Developmental Services

ABA Services

Speech Therapy

Occupational Therapy

Physical Therapy

Developmental / Special Education

Date Tracking

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