We now have a report available to you within TREAT at this time - more standardized reports will be added soon.  
Please note that this appointments Schedule report does not include your Progress Notes summary yet.


  • Do not forward sensitive materials to your personal email address or email personal information among coworkers in the office.  Use the secure client management system to do this.
  • Do not take a digital image of the screen on your smartphone.
  • If you print something, retrieve it immediately. Do not leave originals in photocopiers or fax machines. All sensitive waste should be placed in secure shredding devices.


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Note: if you need a custom report with specific data fields please submit a request to ocase@ohtn.on.ca and provide us with 2 weeks lead time.  Also please let us know if the report is needed only once or if you need to get it via TREAT on a regular basis.  We can create the report, get your approval and then set it up on TREAT for you.


You can access reports directly from TREAT - the data is live. Please follow these steps below:
To view Reports - see steps and images below:
  1. Log into TREAT
  2. Click Reports (blue bar along the top of your TREAT session)
  3. Select Synthesis
  4. Select Report name [e.g. 'ASO' Activity Summary Report OR Search by Participant Name (ASO)]
    • Progress Notes are not shown on the report, these are Appointments
  5. Click Generate Report
  6. Enter any other required field information
  7. Optional: you can select the type of report you would like for example, HTML, PDF, Excel 2007
  8. Click "Run with filter values" icon above

Depending on the type of report you will see different filters.  Try using them in various ways.

  1. Select your Agency name
  2. If available, Select an Output type (Report Format, e.g. HTML to view; PDF to download; Excel to filter data, etc.)
  3. Double-click "Run with filter values" to generate report
    • Use your mouse pointer to hover over the icons to see the name of each icon:
    • Close Filter Panel
    • Reset Filter Values
    • Save Current Values
    • Run With Filter Values
  4. View or in some cases you can download the report
    • Save report (Enable Saving / Enable Editing) - if downloaded
To see the other Report(s) when they become available:
  1. Click Close Filter Panel icon
  2. Click Home under Subscribed Reports
  3. Continue from step three (4) above for the other report name(s) - when they become available

These images below correspond to the steps above:

If you Export the information in Excel (2007) format, you can create a Pivot Table (data scenarios).  Here are some instructions - this is not an endorsement or promotion of this YouTube channel but I have found it to be helpful in the past.  

Pivot Table Excel Tutorial:

https://www.youtube.com/watch?v=m0wI61ahfLc&list=RDCMUCfJT_eYDTmDE-ovKaxVE1ig&index=3

 

If you run into any issues or have any questions, please email ocase@ohtn.on.ca for further assistance.


Thanks.

The OCASE Support Team


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