Changes for page Tickler Report

Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

...	...	@@ -1,15 +1,17 @@
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		-
4	4	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:
5	5
	5	+
6	6	**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.”
7	7
	8	+
8	8	**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.
9	9
10	10
11		-===== **__CREATING A NEW TICKLER REPORT__** =====
12	12
	13	+**__CREATING A NEW TICKLER REPORT__**
	14	+
13	13	~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.
14	14
15	15	1.1 After the pull down menu appears, select the third option marked "Reports"
...	...	@@ -52,6 +52,7 @@
52	52	** "Year to Date" - this will run a report constituting data from January 1 of the current year until the day the report is run
53	53	** "Last 30 Days" - data from the last 30 calendar days will be included and tabulated
54	54	** "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	+
55	55	* **"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.
56	56	* **"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.
57	57	* **"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")