Senior Living Communities

Form Report

The Form report allows you to access any form that is currently available online, or in a retired status. This can be run for a single resident or for a group of residents over a selected date range. This report provides a printout of the form, based on the filters applied in the Report options screen.

Note

  1. Billing or Care Services > Reports > Form Report.

  2. Select to run for Multiple Residents. Leave the Resident Name and Number fields blank. If running for a single resident, use lookup.gif to help you search.

  3. Select the appropriate Unit and Floor for the residents).

  4. Select the appropriate Status of resident.

  5. Select how to sort the report Sorted By.

  6. Select the Form Type using the search icon > click Update.

    • Optional: Select a Date Range for this form.

  7. Enter in a Revised Since date if needed.

    • Optional: Select to Include Struck Out Forms.

    • Optional: Select to Print Short Version of Form.

    • Optional: Select to Include Disabled Questions.

  • If Date Range is selected, additional fields appear for Form Status and MDS Status to further select which forms to report on.

  • When selecting which form to report on, select Include Retired to search the forms with a status of Retired as well.

  • This report is also available in a blank version, and is listed as Form Report (blank) in the Reports listing.

  • This report can be generated from either the Billing > Reports or Care Services > Reports listing.

  • You must select form type for this report to run. You cannot select more than one form if you are running the report for multiple residents. You can select up to ten forms if you are running for a single resident.

  • If Date Range is selected, you must specify a time period of 90 days or Less.