Skilled Nursing Facilities

Resident List Report "New"

The Resident List report contains information about all the residents at a community, according to their active/discharged status. You can customize the report to select the information to appear in the report.

  1. In the Reports page, in the ADT/Profiles section,

  2. Click Resident List Report "New".

  3. Report filters are as follows:

    • Unit.

    • Floor.

    • Status.

    • Gender.

    • Waiting List.

    • EFT Residents.

    • Admission Date Range.

    • Admission Date in Quarter.

    • Discharge Date Range.

    • Deceased Date Ranges.

    • Include inactive UDF.

    • Report Output format:

      • HTML.

      • CSV.

    • Resident Fields:

      • Rate Type.

    • Sort By:

      • Resident Name.

      • Resident Number.

      • Location.

      • Age.

  4. Fields appear in five categories:

    • Resident Fields - information pulls form the Resident's Detail page.

    • Identifiers - Information pulls from the organizations Identifier List and those identifiers associated to the resident.

    • External Facilities - Information pulls from the organizations External Facilities List and those identifiers associated to the resident.

    • Vitals - Information pulls from the Clinical Vitals List and those Vitals entered for the resident.

    • User Defined Fields - Information pulls from the organizations User Defined Fields List and those User Defined Fields associated to the resident.

  5. Check Options.

Hints and Tips

  • An HTML or Excel page is generated containing the information for the report, depending on the output format selected.