Changes for page Tickler Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 32.1 Icon
edited by sghareeb
on 2014/06/30 11:22
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To version Icon 36.1 Icon
edited by karimpirani
on 2014/07/08 18:35
Change comment: There is no comment for this version

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3 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 -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.”
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.
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. 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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9 9  **__CREATING A NEW TICKLER REPORT__**
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49 49  7.1 Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Start Date") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
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52 +* **"Sliding Date Range"**: allows you to choose a "sliding range" of time (e.g. last 6 months). This is called "sliding" because it is not affiliated with particular dates and can change based on when you choose to run the report. Many options are self-explanatory, but see below for some clarifications.
53 +** "Specified Date Range" - choose this option if you would prefer to manually enter specific start and end dates (see next two parameters)
54 +** "Year to Date" - this will run a report constituting data from January 1 of the current year until the day the report is run
55 +** "Last 30 Days" - data from the last 30 calendar days will be included and tabulated
56 +** "Last Year" - this essentially means that data from the last 365 days will be taken into account. Note that this option does //not //mean the last calendar year.
57 +
52 52  * **"Start Date":** You can choose the specific date for which you would like the report to begin giving information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
53 53  * **"End Date":** You can choose the specific date for which you would like the report to stop give information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
54 54  * **"Instruments":** The instrument option allows you to choose the specific assessment tool you would like the report to be run on. Upon clicking on the down arrow, a list of available options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
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122 122  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.
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124 124  * **CANS Status**: reflects the status of the assignment, submission, approval, and/or rejection of the CANS assessment to the various clients.
125 -** 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.
126 -** Similarly, "Re" would signify that CANS was rejected, "Su" that it had been submitted, and "As" that it was assigned.
131 +** 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.
132 +** Similarly, **"Re"** would signify that CANS was rejected, **"Su" **that it had been submitted, and **"As"** that it was assigned.
127 127  * **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).
128 -** Red pencil - suggesting tardiness; less than 75 days (3 month reassessment period) or less than 90 days (6 month reassessment period)
129 -** 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.
130 -** Red triangle - signifying that the assessment is long overdue; more than 75 days (3 month period) or more than 90 days (6 month period)
134 +** **Red pencil** - suggesting tardiness; less than 75 days (3 month reassessment period) or less than 90 days (6 month reassessment period)
135 +** **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.
136 +** **Red triangle** - signifying that the assessment is long overdue; more than 75 days (3 month period) or more than 90 days (6 month period)
131 131  * **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.
132 -** Solid green box - if fewer than or equal to 30 days until the upcoming assessment is du
133 -** White box - if more than 30 days until upcoming assessment is due
134 -
135 -Discuss with Matt difference between episodic and non-episodic data. does it influence our report?
138 +** **Solid green box** - if fewer than or equal to 30 days until the upcoming assessment is due
139 +** **White box** - if more than 30 days until upcoming assessment is due