Changes for page Tickler Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 29.1 Icon
edited by sghareeb
on 2014/06/30 09:46
Change comment: There is no comment for this version
To version Icon 32.1 Icon
edited by sghareeb
on 2014/06/30 11:22
Change comment: There is no comment for this version

Summary

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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
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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 +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:
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5 -* (% 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.”
6 -* (% 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.
5 +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.”
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7 +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.
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8 8  **__CREATING A NEW TICKLER REPORT__**
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10 10  ~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.