This report will let you audit the completeness of select screens on the visit note.

How to Run the Report

From and Thru dates = Pulls based on the Visit/Assessment starting date.

Program(s) / Payer(s) / Team(s) /Employee(s) = Filter report by entering program, payer, team and/or employee number(s). Or leave blank to select all. 

Check the boxes for any columns you want to EXCLUDE from the report = You can pick which pieces of information to include/exclude from this report.  Note that if too many columns are selected, it will still print, but will only a spreadsheet will be created.

Check the boxes for any disciplines/assessment types you want to INCLUDE on the report = Check the box for each discipline and assessment type to include on the report.

Assessment screens = Select from Homebound, Vital Signs, Pain, Cardio, Respiratory or ALL screens.

How to Read the Report

Assess_Type = The assessment types selected from the Start screen of the assessment.

Disc = The disciplines medical credentials.

Visit_Status = Current status of the visit note (Locked+Chg,Locked, Completed, Incomplete).

D/C_Date = Will either pull the patient’s discharge date or leave blank if the patient is still active.

LastChgd = Last date the visit note was modified.

IsHomeBound = Y and N are the answers to the question Is Patient Homebound on this screen, *** means it was not answered.

Pain/M1242 = Pain Y(es) or N(o) means there’s something to print on the assessment.  M1242 will either have the OASIS answer or blank if not answered.

Safety = Y(es) or N(o) means there’s something to print on the assessment. 

Pt_Identified_By = This will either pull the select answer or show a blank if not answered.

Vital = Y(es) or N(o) means there’s something to print on the assessment. 

Cardio/Cardio_Diag = Cardio Y(es) or N(o) means there’s something to print on the assessment for the Cardiovascular section.  Cardio_Diag A diagnosis code will appear if a cardio ICD is present in the patient’s ICD history.

Resp/Resp_Diag/M1400 = Resp Y(es) or N(o)means there’s something to print on the assessment for the Respiratory section.  Resp_Diag A diagnosis code will appear if a resp ICD is present in the patient’s ICD history.  M1400 will either have the OASIS answer or blank if not answered.

WoundStatus =  This column pulls answers from M1306, M1330 and M1340. If no questions are answered on the assessment then only P S will appear.  If the OASIS questions were answered it will show the answers and the P S will help separate the answers.  Ex. 1P 00S 00 = M1306 answered as 01, M1330 answered as 00, M1340 answered as 00. 

CarePlan = Has the following legend, if shown in this column then data has been keyed on that section

1 =Notes for next 60 day summary
2= Summary of progress toward patient goals
3= Status improvements
4= Reason/Medical necessity for continued services
5= New goals
6= Discharge plans
7= Client satisfaction

Note_Comments = Pulled from the Start > Comments screen.