Skilled Nursing Facilities

Contents

Available Reports for Clinical Chart Template

This screen contains configuration settings for Clinical Chart Templates. Multiple reports are available for selection in a Clinical Chart template.

When the Clinical Chart is generated for a resident, all reports selected show page specific information for the single report (for example: 1 of 2, 2 of 2) as well as information for the Clinical Chart as a whole (for example: 35 of 217). All selected reports include the information for the effective date range that the Clinical Chart is requested for that specific resident.

If there is no corresponding data for the Clinical Chart when it’s generated, the report indicates that no data was found. If the report selected is unavailable in the facility when generating a Clinical Chart, that report is not included in the Clinical Chart for that resident and does not appear.

  1. Do one of the following:

    • Single Facility > Clinical > Setup > Clinical Chart > Clinical Chart Configuration.

    • Multi- facilities > Management Console > Standards > Care Management > Clinical Chart > Clinical Chart Configuration.

Option

Description

Profile tab

Admission Record

Separate cover page with header information, followed by the Admission Record.

Transfer/Discharge Report

Separate cover page with header information, followed by the Transfer/Discharge Record.

Medical Diagnosis tab

Diagnosis Report *NEW*

Filter By: Status (Active, Resolved, Struck Out).

Include options for: Classification, Comments, Created By/Date information.

Allergy tab

Allergy Report

Filter By: Allergy Status (All, Active, Prior History, Resolved, Struck Out).

Sort By: Allergen, Type, Reaction Type/Sub Type, Severity-Descending, Onset Date - Descending, Resolved Date - Descending, Status.

Immunizations tab

Immunization Report

Show Retired

Filter By: Type of Immunization (All, or individual immunization options based on configuration).

Consent Status (All, Consented, Historical, Not Eligible, Refused, TBD).

Include options for: Struck Out Immunization and Details, Lot Number, Education Provided By/Date.

Sort by: Administered Date, Type of Immunization, Consent Confirmed Date.

Orders tab

Administration Record

Note

This report shows documentation in eMAR enabled facilities only.

Filter By: Report Type (Monthly, Weekly). Select Administration Record (per configuration).

Include Options for: Staff Administration Legend, Location of Administration Report . If this is selected, it runs the Location of Administration Report for selected Administration Record types and no need to select below report option.

Sort By: Schedule Type, Order Type, Order Type Sequence,Order Description.

Location of Administration

Note

This report shows documentation in eMAR enabled facilities only.

Filter By: Report Type (Monthly, Weekly). Select Administration Record (per configuration).

Sort By: Schedule Type, Order Type, Order Type Sequence, Order Description.

Order Summary Report

Filter By: Communication Method (All, Electronically Transmitted from Pharmacy, Phone, Prescriber Entered, Prescriber Written, Verbal).

Order Category (All, or based on configuration).

Order Status: (All, Active, Completed, Discontinued, On-Hold, Pending Confirmation, Pending Clinical Review, Pending Order Signature, Struck Out).

Other Fields: Renew, Stop

Signature Lines: Number of Signature Lines (1, 2, 3).

Location of Signature Lines (All Pages, Last Page per Resident).

Include Attestation

Order Listing Report *NEW*

Filter By:Order Category (based on configuration).

Order Status (Active, Completed, Discontinued, On-Hold, Pending Confirmation, Pending Clinical Review, Pending Order Signature, Struck Out).

Include Options for: Administrative Orders.

Weights & Vitals tab

Weights and Vitals Summary

Include Options for: Warnings, Struck out information, Baselines, Current BMI, Recorded By/instrument.

Sort By: Effective Date Descending, Effective Date Ascending.

Results

Lab Results Report

Filter By: Category, Report Status.

Include Options for: Include Attachment.

Sort By: Laboratory Clinic, Location.

Radiology Results Report

Filter By: Category, Sub-Category.

Include Options for: Include Attachment.

Sort By: Radiology Clinic, Location.

Assessments tab

Assessment Report

Filter By:Assessment Type: Select up to 500 Assessment Types including retired and MDS.

UDA Status/MDS Status: Select from available statuses.

Include with MDS: Select from available options.

Clinical Assessment Details: Select print options.

Group Assessment By: Type, Date.

Sort By: Chronological, Reverse Chronological.

Progress Notes tab

Progress Notes *NEW*

Filter By: Department (All or individual based on configuration),

Type (based on configuration and the option to include retired note types).

Include Options for: Struck Out Progress Notes, Progress Note Drafts, Deleted Progress Note Drafts, Include signature.

Sort By: Effective Date Descending/Ascending, Created Date Descending/Ascending.

Care Plan tab

Care Plan

Include Options for: Revision History, Resolved/Cancelled Care Plan Items, Tasks.

Sort By: Revision Date, Intervention Date Initiated.

Tasks tab

Documentation Survey Report V2

Note

Available in POC enabled facilities only. If not enabled in the facility, do not appear in output from resident level. If not enabled in any facilities, does not appear as a tab in the Clinical Chart template.

Filter By: Type (All or individual based on configuration).

Tasks (Tasks Only, Interventions and Tasks, Interventions Only).

Include Options for: Struck Out Documentation, Effective Time.

Therapy tab

Therapy Minutes Report *NEW*

Note

This report does not include therapy minutes or information if integrated with a therapy vendor.

Filter By: Therapy (All, Speech/Audiology, Occupational, Physical, Respiratory, Psychological, Recreation).

Setting (All, Evaluation, Group, Individual, Concurrent, Co-Treatment).

Uploaded Docs tab

Online Documentation Storage Report

Note

Available in Online Documentation Storage enabled facilities only.

Filter By: Category (All or based on your configuration).