Skilled Nursing Facilities

Contents

Assessment Schedule Audit Report

The Assessment Schedule Audit Report is found under the Clinical Reports menu under the Assessments heading. The Assessment Schedule Audit Report allows you to view when an assessment was scheduled, when it was due and when it was actually completed, and also indicates if it was completed on time, ‘X’ days early or ‘X’ days late. This report assists in auditing schedule information for assessments across your facility.

You can select the following options/filters:

  • Resident Number/Name.

  • Unit/Floor/Status.

  • Sort By: Resident Name, Date Assessment Scheduled, Due Date, Assessment Completion Date.

  • Date Range and is based upon Due Date.

  • Assessment (required).

The report output contains the following columns:

  • Assessment – name of assessment scheduled.

  • Scheduled Date – based on manual or activated schedules for the assessment.

  • Triggered By – schedule event type that triggered the assessment schedule.

  • Due Date – based on the schedule, when the assessment is due.

  • Created Date/By – user and date assessment was created.

  • Completed/ Date/By – user and date assessment was completed.

  • Completion/Due Date Comparison – compares due date to when it was completed and marked as ‘on time’, ‘x day(s) early’, or ‘x day(s) late’.

  1. From the Assessment Schedule Audit Report on the reports listing, select your Report Options.

  2. Select your Filter Options.

  • The report can be run for a single resident for up to 10 assessments or for all residents for a single assessment.

  • Schedules that are deactivated or cleared are not included in the report.