Skilled Nursing Facilities

Assessment Report

The Assessment report allows you to access any assessment that is currently available online, or in a retired status. This can be run for a single resident or for a group of residents over a selected date range. This report provides a printout of the assessment, based on the filters applied in the Report options screen.

Note

  1. Admin or Clinical > Reports > Assessment Report.

  2. Select to run for Multiple Residents. Leave the Resident Name and Number fields blank. If running for a single resident, use lookup.gif to help you search.

  3. Select the appropriate Unit and Floor for the residents).

  4. Select the appropriate Status of resident.

  5. Select how to sort the report Sorted By.

  6. Select the Assessment Type using the search icon > click Update.

    • Optional: Select a Date Range for this assessment.

  7. Enter in a Revised Since date if needed.

    • Optional: Select to Include Struck Out Assessments.

    • Optional: Select to Print Short Version of Assessment.

    • Optional: Select to Include Disabled Questions.

  • If Date Range is selected, additional fields appear for Assessment Status and MDS Status to further select which assessments to report on.

  • When selecting which assessment to report on, select Include Retired to search the assessments with a status of Retired as well.

  • This report is also available in a blank version, and is listed as Assessment Report (blank) in the Reports listing.

  • This report can be generated from either the Admin > Reports or Clinical > Reports listing.

  • You must select assessment type for this report to run. You cannot select more than one assessment if you are running the report for multiple residents. You can select up to ten assessments if you are running for a single resident.

  • If Date Range is selected, you must specify a time period of 90 days or Less.