Patient Reports Definitions

Displays the census, including Coordinator. This report may be run for a specific Coordinator, Contract and/or Patient status.

Displays a snapshot of Patient census by contract based on the selected date. If a date is not selected, values for hours, daily, and visits are from date 01/30/2012. If Group by Discipline is selected, then the census is shown by contract within Discipline.

Displays the number of hours per contract grouped by the billing Service Code.

This report displays a list of Patients under their primary contract, for each contract. This report can be run for a single Contract and can be grouped by Patient Team within Contract.

Displays all Patients scheduled with the selected upcoming weekend hours. This report can also be run for a single contract or Coordinator.

Comprehensive list of medication by Patient. This report can also be run for only active Patients, all Patients under a single contract, or for a single Patient.

This report displays a list of Patients, with the option to select many Patient attributes for display, as well as a number of sorting options.

List of Patients whose statuses changed within the specified time frame, based on either entry date or event date. The results from this report can be limited to display Patients under a specific Contract, Coordinator.

Management report which tracks all Patient activity for each contract (Admissions, Discharges etc.) within the specified time frame. This report can be run by either event or Patient Start Date and can be limited to Patients within a specific Contract, Coordinator, or Patient activity.

Displays Patients with Contract Discharge Date is approaching based on the specified date range. This report can be run for a specific primary contract and/or Coordinator.

This report lists the admission or discharges that occurred within the specified time frame. This report can also be run based for a specific Coordinator, Service Type and/or Patient.

List of Patients with scheduled visits for the specified week, including comprehensive schedule information. Report may be run for all Patients, or Patients with selected statuses and/or under a selected contract.

Displays a list of all visits for mutual, linked, or cluster cases within the specified time period, by Contract.

Profile report, including demographics, address, and emergency contact information, for a linked Contract Patient.

Displays all notes entered for the Patient record, including General Notes, Calendar Notes, Visit Caregiver Comments, and Missed Visit notes, within the specified time frame. This report may be run for a single Contract, Coordinator, or for Notes tagged with a specific reason.

Creates a PDF version of the content of a Patient note.

Creates a PDF of a Patient's calendar for the current month, including basic Patient demographics and the last three authorizations for the Patient.

Prints the calendar for a linked Patient.

This report contains all information from the Patient's profile page. Date of birth and social security number prints only if the user has permissions to view this information.

Displays the schedule details of Patients with an active master week for all or a single contract.

This report prints the profile specifically for a linked contract Patient. The report includes demographic, address, billing, emergency referral, physician, and diagnosis information.

Creates a PDF of the selected Visit Reason Note.

This feature provides a PDF containing the details of a visit, including basic Patient profile and demographic information, the visit details, audit information, duties performed, notes, and call history.

Displays statements for Patients, one per page in a format which could be printed and sent to the Patient for review. There is an option to displays statements either for Patients with service dates within the selected time frame, or to display statements for all Patients with open transactions. This invoice format is primarily used for Private Pay Patients.

Displays desired Patients with their Emergency Contact information.

Displays all Patients who are on vacation for at least 1 day during the selected time frame.

This report allows users to select Patients by Team, Location, Branch, Creation Date, and/or Status to print mailing list labels.

This report provides a summary by contract of the admitted Patient count as well as the hours gained from these admissions, based on Master Week hours.

This feature provides a PDF of a Patient's Plan of Care, with a header containing basic Patient/POC information

Displays Patients with no Plan of Care (POC) on record (or with an expired POC). This report may be run for a single contract and/or Coordinator.

This report provides a printed version of the selected Interim Order. Note that selecting this option changes the status of the Interim Order to 'Printed'.

Displays a list of Patients with no MD Orders within the specified time frame, or a list of Patients whose Order due date is within the specified time period.

This report tracks 485's that are due within the specified dates. This report can be run for a single Contract, Nurse, or for Patients with a specific status.

Lists all Patients within an Office that have orders based on the criteria selected. From the search results, specific orders can be selected for print.

Report that shows the next nursing visit due based on the 'Visits Due in Days' setup, which is checked against the selected time frame for the report. This report can be run for a single Contract, Coordinator, Discipline and/or Nurse. In addition, exclude a specific skilled Service Code, and select whether to run the report based on confirmed or scheduled visits.

This report is like the Nurse Visit Due report, but additionally sorts by Patient and includes additional information for each Patient. The report also displays the week schedule for each scheduled Caregiver for that Patient.

Replaced with Patient General Notes (New)

Provides a list of Patients including their Evacuation and Emergency Preparedness information. It also displays information such as the Patient's Emergency Contact Information, Evacuation Zones, Mobility Status, and electric Equipment Dependency.

This form-format report provides a quick reference to the particular needs of each Patient for certain aspects of nursing care to be used in the event of an emergency evacuation. Kardex includes information pertaining to schedule of medications, mental status, diagnosis, advance directives, dietary needs, as well as physician and pharmacy information.

Lists Patients with active status that are not scheduled during the specified dates. There is an option to include Last Scheduled Date, Last Confirmed Visit Date, and the Service Code in the report.

Provides all Patients who are scheduled with a Caregiver for the default Coordinator for that username.

Lists Patients admitted during the selected time frame, as well as the Patient’s address and phone number, and referral information

Lists Patients scheduled for a week selected by user, grouped by Patient to include Patient Contract. Lists multiple Caregivers separately with their scheduled time and days of the week.

Prints multiple Patient calendars, gathering all relevant Patients based on filters, and allowing user to choose which Patients’ schedules to print.

Report provides a list of Patients who qualify to be merged into a UPR Profile as well as a list of Patients who have already been merged into a UPR Profile.