Reporting Basics Julie Keirle, Senior Training Consultant Resource Systems

Ever Wondered….  If you could pick and choose just two or three residents to appear or print on a report?  If you could change the order of a report?  If the report could prompt other questions at run time?  How to get a report to show answers to a new series?

Report Essentials  Sample Report  Highlight report. Click “Sample”  “Ask At Run Time” Fields  All / Custom / Select  “From” and “To” Values  View report  Toggle  Print %  Print / Printer setup

Report Essentials Report Properties  Current Selections * New * Edit * Delete  Order By  Send To: (version 4.0)  Display in Summary

Online Help CareTracker Reporting /To Print a Report

Report Properties Add a new question at “Ask at Run Time”.  Resident Master List  Add Location Selection  Missed Observation  Add Location Selection

Presidential Village Exercise Add new “Ask at Run Time” question  Highlight Resident Master List. Right-click Properties.  Click on “Edit”, then “New Selection”  Available Fields: “Resident Location”  Exclude: No  Ask at Run time: Yes  Run report to screen for Location “North Wing” only.

Report Properties- Delete Report Properties Resident Master List Delete “Ask at Run Time” selection Missed Observation Delete “Ask at Run Time” selection

Presidential Village Exercise Delete Report Selection 1. Delete “Ask at Run Time” for Resident Master List.  Highlight Resident Master List. Right click to Properties.  Click on “Resident Location Ask at Runtime”  Right click and choose “Delete Selection”. 2. Delete “Ask at Run time” for Missed Observations.  Highlight Missed Observations. Right click to Properties.  Click on “Resident Location Ask at Runtime”  Right click and choose “Delete Selection”.

Interpreting Reports Detail Reports  Small date range is best  Select specific residents Cross Tab Reports Get more data in less space Several Cross Tab reports available Kiosk Reports Print from Kiosk (new features in CareTracker 4.0) NO BM in last 9 shifts Cross Tab

Observation Detail Restorative Nursing Report Restorative Ambulation Date/Time 11/03/0311:18AM Question How far did res. ambulate in feet? How much asst. did res. require? Minutes spent ambulating resident: How did res. tolerate ambulation? Choice Steadying assist Res. tolerated amb. well Value /08/0311:18AM How far did res. ambulate in feet? How much asst. did res. require? Minutes spent ambulating resident: How did res. tolerate ambulation? Steadying assist Res. tolerated amb. well

The Presidential VillageObservation Cross Tabs Report Adams, John E1 Indicators of Depression 12/01/03 12/02/03 12/03/03 9:24:33 AM Miller, Mary 2:34:48 PM Smith, Sally 7:47:42 PM Miller, Mary 2:14:06 PM Smith, Sally 10:29:38 PM Becker, Betty 7:49:42 Miller, Mary Expressions of unrealistic fear? Fear something ter- rible about to happen. Insomnia/change in usual sleep pattern? Persistent anger with self or others? Repetitive anxious complaints\concerns? Res. Expressed repeti- tive health complaints? Res. asked repetitive questions? Res. displayed crying, tearfulness? Res. expressed self depreciation? X 1 X XXX X X X X X X X XX X X X X XX XX XX X X X X Totals

Kiosk Report Folder Version 3.4

Presidential Village Exercise Variations on Report Styles Subject: John Adams 8/15/2001 to 8/24/2001 (View to screen)  Compressed ADL (Properties: Summary)  Compressed ADL (Properties: Non-Sum)  ADL Detail Report  ADL Cross Tab Report

Popular Reports in CareTracker  See KEY REPORTS Handout  ADLs  Behavior  Depression  No BMs in Last 9 Shifts Cross Tab  Missed Observations

TIPS for Report Changes 1. Copy a report to FAVORITES folder to find fast. 2. Copy a report before making changes. Online Help –To Customize a Report. 3. Customized report properties may be needed for new or edited series in order to view data. (Bathing Type) 4. If you are always “sorting through” data in a report, try customizing properties to see only data you want.

Online help “To Customize a Report ”

Knowledge Assessment  Review Pre-Session Knowledge Assessment.

Reporting Basics Julie Keirle, Senior Training Consultant Resource Systems