Skilled Nursing Facilities

Managing Look Back Report Setup

The Look Back Report shows POC documentation for a specific period of time to assist with MDS completion or review documentation for a specific task(s) or intervention(s). To use the report, you must configure report types in Look Back Report Setup.

A task or intervention assigned to a Look Back Report category must require POC documentation and have a maximum of 3 follow up questions. For tasks or interventions with more than 3 follow up questions, consider using the Documentation Survey Report instead.

Note

You cannot assign both corporate and facility scoped tasks to a single Look Back Report Type.

Warning

A task or intervention can only be assigned to one Lookback Report type at a time. If a task or intervention is currently assigned to a Lookback Report type, and you assign it to another Lookback Report type, it is automatically removed from the original Lookback Report type.

  1. Management Console/EMC (if multi-facility) > Standards > Care Management > Lookback Report Setup. (If single facility: Clinical > Setup > Lookback Report Setup).

  2. Click New. Complete the following fields:

    • Description: Type the name of the report being created. for example, ADL Look Back Report.

    • Total By Category: Select to include totals summed by category on the printed report. NOTE: Total by category and Total by day only work if the responses to the FUQ are numeric entry. The system does not total number of BMs charted, % Amount Eaten, and so on.

      Note

      Total by category and Total by day only work if the responses to the FUQ are numeric entry. The system does not total number of BMs charted, % Amount Eaten, and so on.

    • Total By Day: Select to include totals summed by day on the printed report.

    • Scope (if multi-facility only): Select the appropriate scoping level of the report.

  3. Click Categories for report description.

  4. Click New to create a new category.

  5. Complete the following fields:

    • Description: Type the description of the category being created. for example, Bathing, Eating, and so on.

    • Scope (multi-facility only): Select the appropriate scoping level of the report.

  7. Click Interventions or Tasks for the report category.

If Adding Intervention(s)

  1. Select a Care Plan Library.

  2. Select a Focus Category.

  3. Select Focus.

  4. Select one or more Interventions.

If Adding Task(s) using Focus Categories

  1. Select a Care Plan Library.

  2. Select a Focus Category.

  3. Select Focus.

  4. Select one or more Tasks.

If adding Task(s) using Task Library

  1. Select a Task Library.

  2. Select one or more Tasks.

  • The tasks or interventions assigned to a category must have the same follow up questions, otherwise you receive an 'FUQ conflict'.

  • Tasks or interventions must be removed from the categories before deleting a Look Back Report type.

  • Click the report description to amend or delete a Look Back Report type. 

  • Click the category description to amend or delete a category.