Skilled Nursing Facilities

Audit Report

The Audit Report allows facilities to report on missing documentation, late documentation, documentation time, and unscheduled tasks. The report can also be used to analyze when documentation was not completed because a resident was not available for care. You can report on a specific task or intervention.

  1. Clinical > Reports > Audit Report.

  • The designated direct care supervisor should run this report every morning at a minimum for missing documentation from the previous 24 hours.

  • Running this report for Documented Time provides information regarding actual completion of documentation. For example: Are the direct care staff documenting care as it is performed or are they doing all their documentation all at one time during the day?

Report Options:

  • Resident Number/Name: Select resident or resident name.

  • Shift: Select a shift you want to generate the report for.

  • My Position: Select a position if you want to generate the report for a specific assignment grouping. Selecting a position allows the system to populate the assignment list.

  • Assignment: Based on the Shift and Position selected this list contains corresponding Assignments.

  • Unit: Select to report on "All" or only residents located on a specific Unit.

  • Floor: Select to report on all, or only residents located on a specific Floor.

  • Position: Click if you want to generate a report for only tasks/interventions assigned to a particular position. Select the position you want.

  • Department: Click if you want to generate a report for only tasks/interventions assigned to a particular department. Select the desired department.

  • Status: Select to report on residents with a status of Current, Discharge or All (both).

  • Scheduled Date Range: The report lists all tasks/interventions scheduled during this time range for which documentation has not been completed. Type or select the Scheduled Date Range.

  • Document Type: Select Missing, Late, Documented Time, Resident Not Available, or Unscheduled Tasks.

  • Report On: Select to report on Tasks or Interventions.

  • Tasks/Interventions: Search for the specific task or intervention. When generating the report for ALL residents without a specific task/intervention, the scheduled date range cannot span more than one week. Leave blank to report on all tasks/interventions.