Point of Care Ideas

Welcome to the Point of Care Idea Portal, please enter the Ideas for Features/Solutions you wish to be considered for Implementation.


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Scheduling Plan Reports

When we are using scheduling plans instead of delivery plans, it would be nice to be able to run a report that shows us who doesn't have one in or who is going to expire. Also the SP overrides the DP and when we get updated auths or changes to auths there currently is not a way to check that the units are correct with the update/change when CEAT adds it. The DP no longer shows when we are using SP.

  • Holly Bryant
  • Aug 19 2026
  • Needs Review
Idea Background

The idea would be to add some type of report that those of us that use SP can function the same as we did with the DP. Also maybe fix it where if we are using SP that we can somehow see the correct units not just what we have added to the SP originally. We currently manully go in and change these when they change but we cannot see that the right amount of units is there.


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Idea Benefit

The benefit would be those of us that are using the SP could run reports to see if any client does not have one in or has expired and also that the units are correct due to the update/change CEAT adds. It would also show us when entering the SP the amount of units like the DP that is available to use in the SP.

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Compliance Risk- Business Score 0-No Compliance Risk
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