Changes for page Tickler Report

Summary

• Page properties (2 modified, 0 added, 0 removed)

Details

Page properties

Author

...	...	@@ -1,1 +1,1 @@
1		-XWiki.karimpirani
	1	+XWiki.sghareeb

Content

...	...	@@ -1,6 +1,13 @@
1	1	The Tickler Report serves as a reminder report for assessments due based on the reason for assessment and allows you to better keep track of actions to be completed given their due dates
2	2
	3	+(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)The Tickler Report can also be set up with Episodic Data. This example and the Tutorial does not use Episodic Data. The implications are as follows:
3	3
	5	+
	6	+
	7	+
	8	+* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Without Episodic Data (default configuration),** Clients will have to receive a discharge assessment or be de-activated in the system to no longer show up on the Tickler Report, otherwise they will eventually show up with “upcoming” and ”past-due CANS reassessments.”
	9	+* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**With Episodic Data,** the client episode dates need to be imported or entered into the system. The Tickler Report with Episodes will show assessments completed, past due and upcoming based on the beginning and ending dates of the episode. The report will also be broken down by the “Responsible User" for each client with assessments coming up or past due. Also, only Assessments related to that specific Episode will be included. Setting up the Tickler with Episodic Data requires OA assistance. Please contact OA support for help with this configuration.
	10	+
4	4	**__CREATING A NEW TICKLER REPORT__**
5	5
6	6	~1. To create and run a Tickler report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
...	...	@@ -116,8 +116,15 @@
116	116
117	117	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.
118	118
119		-* **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.
120		-* **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.
	126	+* **CANS Status**: reflects the status of the assignment, submission, approval, and/or rejection of the CANS assessment to the various clients.
	127	+** Whenever an "Ap" appears before the date in any of the assessment columns, this signifies that CANS has been approved for the client for that visit.
	128	+** Similarly, "Re" would signify that CANS was rejected, "Su" that it had been submitted, and "As" that it was assigned.
	129	+* **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 and providing levels of severity (NOTE: this will vary based on custom configurations, and are exemplified here as organizational units which reassess their clients every 3 months or 6 months).
	130	+** Red pencil - suggesting tardiness; less than 75 days (3 month reassessment period) or less than 90 days (6 month reassessment period)
	131	+** Red exclamation mark - implying that an earlier assessment was never received, but a newer one was conducted after that period (thereby making the older on less important and perhaps not as sought out any longer). In the sample report above, note that Erica Atkinson's assessment for November 15, 2013 was never completed, but one was carried out on January 19, 2014 and again on April 11, 2014, making the earlier one less relevant.
	132	+** Red triangle - signifying that the assessment is long overdue; more than 75 days (3 month period) or more than 90 days (6 month period)
121	121	* **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.
	134	+** Solid green box - if fewer than or equal to 30 days until the upcoming assessment is du
	135	+** White box - if more than 30 days until upcoming assessment is due
122	122
123	123	Discuss with Matt difference between episodic and non-episodic data. does it influence our report?