Changes for page Tickler Report
Last modified by karimpirani on 2014/07/11 17:12
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... ... @@ -43,7 +43,7 @@ 43 43 * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**"Reporting Units":** The reporting unit represents the classification of clients based on various factors through the system of tagging. You can select all reporting units of interest by checking all appropriate boxes (and sub-boxes) you want your report to incorporate. Note: this is an optional parameter (the only one), and you may leave this blank and still generate a report. 44 44 45 45 ((( 46 - [[image:tickler8.PNG]]46 +ENTER PARAMETER SCREENSHOT 47 47 ))) 48 48 49 49 ... ... @@ -66,13 +66,10 @@ 66 66 **__UNDERSTANDING YOUR REPORT__** 67 67 68 68 69 -On the most basic level, your report has several important identification characteristics which are detailed below. Please see the sample report below for reference.69 +On the most basic level, your report has several important identification characteristics which are detailed below. 70 70 71 - [[image:Tickler4.png]]71 +The bottom portion of the report is for logistical purposes and, on the left, has a time stamp of the exact date and time the report was generated. The bottom right tells you the page number of the report. 72 72 73 - 74 -The very bottom portion of the report is for logistical purposes and, on the left, has a time stamp of the exact date and time the report was generated. The bottom right tells you the page number of the report. 75 - 76 76 __Top Left__ 77 77 78 78 Period: A range of dates from where your data is collected; based on the start and end dates you entered when generating the report ... ... @@ -85,12 +85,12 @@ 85 85 86 86 Under the name of each OU, there will be a list of clients as well as there unique client IDs. In subsequent columns, you will find information as to the initial dates of visit for these clients, as well as any subsequent updates. Perhaps the most useful feature of the Tickler report is that it identifies the status of various assessments and updates. 87 87 88 - __Bottom__85 +To take advantage of this feature, we turn to the bottom section of the print-out report: the Legend. Below are some guidelines to help you interpret the color coding and other devices used by the system. 89 89 90 -To take advantage of this capacity of the Tickler Report, we turn to the bottom section of the print-out report: the Legend. Below are some guidelines to help you interpret the color coding and other devices used by the system. 91 91 92 92 * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**CANS Status**: reflects the status of the assignment, submission, approval, and/or rejection of the CANS assessment to the various clients. Whenever an "Ap" appears before the date in any of the assessment columns, for example, this signifies that CANS has been approved for the client for that visit. Similarly, "Re" would signify that CANS was rejected. 93 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Missing CANS**: indicates within the report if there are any instances where a CANS assessment was assigned but never completed. This indicator shows up as red, denoting a need to address the matter promptly. Also, there are levels of severity, with a red pencil suggesting tardiness, a red exclamation mark implying some delay, and a red triangle signifying that the assessment is long overdue. 94 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Expected CANS**: allows you to gauge which clients have CANS assessments coming up in the near future, so as to better enable you to anticipate and plan to carry out the assessment when the time approaches. It also enables you to set up reminders to help you facilitate assessment completion in a timely manner. 89 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Missing CANS**: this is a helpful feature that indicates within the report if there are any instances where a CANS assessment was assigned but never completed. This indicator shows up as red, denoting a need to address the matter promptly. Also, there are levels of severity, with a red pencil suggesting tardiness, a red exclamation mark implying some delay, and a red triangle signifying that the assessment is long overdue. 90 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Expected CANS**: this feature of the report allows you to gauge which clients have CANS assessments coming up in the near future, so as to better enable you to anticipate and plan to carry out the assessment when the time approaches. It also enables you to set up reminders to help you facilitate assessment completion in a timely manner. 95 95 92 + 96 96 Discuss with Matt difference between episodic and non-episodic data. does it influence our report?
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