Changes for page Tickler Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 26.1 Icon
edited by sghareeb
on 2014/06/27 16:55
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To version Icon 25.1 Icon
edited by karimpirani
on 2014/06/27 13:33
Change comment: There is no comment for this version

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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.
120 -** 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.
121 -** Similarly, "Re" would signify that CANS was rejected, "Su" that it had been submitted, and "As" that it was assigned.
122 -* **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).
123 -** Red pencil - suggesting tardiness; less than 75 days (3 month reassessment period) or less than 90 days (6 month reassessment period)
124 -** 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.
125 -** Red triangle - signifying that the assessment is long overdue; more than 75 days (3 month period) or more than 90 days (6 month period)
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.
126 126  * **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.
127 -** solid green box - if fewer than or equal to 30 days until the upcoming assessment is du
128 -** white box - if more than 30 days until upcoming assessment is due
129 129  
130 130  Discuss with Matt difference between episodic and non-episodic data. does it influence our report?