Skilled Nursing Facilities

Contents

Documentation Survey Report V2

The Documentation Survey Report is a paper version of the resident's electronic Care Record. The Documentation Survey Report produces a monthly calendar grid for a resident, showing the resident's tasks/intervention description, the scheduled frequency of the task/intervention, date/time tasks were documented, the initials of the person who completed the task, the documented responses to the assigned follow up questions, legend, and struck out information. Facilities can customize their own Care Record Types in setup. The report can be filtered by Care Record Type and selecting a month and year.

  1. Clinical > Reports > Documentation Survey Report.

  • This report can be configured in setup (Care Record Types) to only show specified tasks. For example: Late Loss ADLs.

  • When surveyors ask for specific documentation on tasks for a resident, this report can be run only showing what the surveyor is requesting by changing the Care Record Types in set up, then running the report.

Filter Options:

  • Resident Number/Name:

    • Using the search icon to select resident or resident name.

  • Scheduled:

    • Select a Month and Year to report on.

  • Type:

    • Using the list, select to report on All or select a specific Care Record Type.

    • Care Record Types are defined in Clinical a Setup and are a grouping of preselected tasks and/or interventions.

  • Tasks:

    • Tasks Only.

    • Interventions Only.

    • Interventions and Tasks.