Skilled Nursing Facilities

Contents

Assessment Scheduling Report

The Assessment Scheduling Report allows you to show scheduled/overdue assessments for residents. It also shows In Progress assessments, if this filter is selected. You can select up to 10 assessments for a single resident, or report on 1 assessment 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:

  • Assessment Name.

  • Assessment Status.

  • Schedule Description.

  • Due Date.

  • Past Due Days.

  • Last Completed Assessment.

  • Resident Name.

  • Facility.

  • Current Status.

  1. From the Reports list, click Assessment 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 assessment, then click Update.

  5. Select the Date Range.

  6. Select the appropriate Status.

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

  8. Select Sort By option.

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

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

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

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

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