Senior Living Communities

Form Scheduling Report

The Form Scheduling Report allows you to show scheduled/overdue forms for residents. It also shows In Progress forms, if this filter is selected. You can select up to 10 forms for a single resident, or report on 1 form for multiple residents, using a maximum Date Range of two months.

This report shows the following information based on the filters applied in the Report Options screen:

  • Form Name.

  • Form Status.

  • Schedule Description.

  • Due Date.

  • Past Due Days.

  • Last Completed Form.

  • Resident Name.

  • Community.

  • Current Status.

  1. From the Reports list, click Form Scheduling Report.

  2. Select to run for multiple residents and leave the Resident Name and Number fields blank. If running for a single resident, search for the applicable resident.

  3. Select the appropriate Unit and Floor.

  4. Select the appropriate form, then click Update.

  5. Select the Date Range.

  6. Select the appropriate Status.

  7. Select to include In Progress forms, if required.

  8. Select Sort By option.

  • When reporting on a single resident, you can select a maximum of 10 forms.

  • When reporting for all residents, you can select only one form.

  • The Date Range can be a period of up to two months.

  • Select In Progress to report on both Completed and In Progress forms; the report shows ‘In Progress’ for In Progress forms, and a ‘-’ (dash) for Completed forms.

  • A predefined view of this report can also be found in the Forms portal > Scheduled view, and in the Daily Summary pane of the Care Services Dashboard (Due for Reassessment in the next 14 Days and Forms Past Due sections).