Skilled Nursing Facilities

Assessment History Report

The Assessment History report allows you to view any type of assessment for the facility and provides a list of whether the assessment is completed, in progress, or has errors. This report can be configured within a specified time frame and filtered by reason for assessment and by payer.

Procedure

Admin>Reports>Assessment History

  1. Resident Number - leave field blank to include all residents. For a specific resident enter the resident number or click the magnifying glass. 

  2. Resident - leave field blank to include all residents. For a specific resident enter the resident name or click the magnifying glass. 

  3. Unit - Select the list for a specific unit.

  4. Floor - Select the list for a specific floor.

  5. Status - Select the list for All, Discharged or Outpatient options.

  6. Date Range - Check the box to enter from and to dates by manually entering dates in the fields or click the calendar icons

  7. Assessment - click the magnifying glass icon 

  8. Type of Assessment - Select the list for additional type of assessment options.

  9. Assessment Status - Select the list for status options.

  10. Include Deleted Assessments Only - check the box to if you want to include.

  11. Payer - Use the clear all link to clear and make specific payers selections.

  12. Click Run Report.

Hints and Tips

  • When the status of ‘All’ or ‘Outpatient’ is selected, the report includes data for both active and inactive outpatients, and ‘Active’ or ‘Inactive’ appears beside the resident’s name.

Business Rules

  • This report only shows default scores but all other outcome measure reporting is available from the Assessment Scoring Report.