The Resident Program History Report displays all programs that have been assigned to a resident during the time range selected. The report shows current as well as expired programs along with the start and end dates for each. All program text, help text and notes associated with the programs display on the report.
Report Order - This is the sort order of the report. Click the down arrow to the right of the selection to see the available report sort orders, then choose the sort that is appropriate for the report you are running. For example, use Resident Last Name order to display the report alphabetically by Resident Last Name.
Resident - This selection filters by Resident Name. Click the icon to the right of the Resident filter to see all Residents available for selection. Choose the appropriate Resident for this report. Hold the Control Key to choose multiple residents. Default setting is ALL.
Show Discharged Residents - Mark this check box if you want this report to include all discharged residents within the report.
Resident Location - This selection filters by Resident Location. Click the icon to the right of the Resident Location filter to see all Resident Locations available for selection. Choose the appropriate Resident Location for this report. Hold the Control Key to choose multiple resident locations. Default setting is ALL.
Resident Status - To filter by Resident Status, click the icon to the right of the Resident Status filter to see all Resident Status available for selection. Choose the appropriate Resident Status for this report. Hold the Control Key to choose multiple resident statuses. Default setting is ALL.
Staff - This selection filters by Staff Name. The staff person who created the program will be the name on the report. Click the icon to the right of the Staff filter to see all Staff members available for selection. Choose the appropriate Staff for this report. Hold the Control Key to choose multiple staff members. Default setting is ALL.
Resident Program ID – This field allows the user to choose only certain programs to show on the report. Click the icon to the right of the Resident Program ID filter to see all Resident Program id’s available for selection. Choose the appropriate Program id’s for the report. Hold the Control Key to choose multiple program id’s. Default setting is ALL.
Program Effective Date - This field references the date and time an assessment is active for the resident. Use the Program Effective Date selection filter to choose a specific date range to be included in the report. Options vary from "Last # of Hours" to "Last # of Shifts" in addition to adding custom date range.
Choose CUSTOM to add a specific date range.
When you choose Custom from the Assessment Date selection drop down list, a calendar similar to the one pictured above will appear. Choose a starting and ending date by clicking a day on the calendar. The date range will become highlighted.
You may also choose a date, then click on the "Select 7, 14, 30, 60 90 days from end date" to select a date range of 7, 14, 30, 60, or 90 days prior to the end date selected on the calendar. The default time when you access the custom calendar is 12:00 A.M. to 11:59 P.M. However, you can change these times as desired. Then when you choose a date range, for example, 14 days from end date, the selected times will remain.
Series Reference - Choosing this field allows you to select specific series to use within a report. You will select by series Reference Id. For example, to see only information for Bed Mobility, use the Series Reference selection filter.
Show Header - To display pre-established header text on a report, mark the checkbox Show Header. By default, the Show Header check box is not marked on any report. Header text is maintained on the Company Maintenance window.
Show Footer - To display pre-established footer text on a report, mark the checkbox Show Footer. By default, the Show Footer check box is not marked on any report. Footer text is maintained on the Company Maintenance window.
Show Report Selections - Mark this check box if you want a separate page to print at the end of the report that shows the report filter selections that were used when running the report.
Destination - Choose from the destination drop down list Screen, Printer, Email or XML file.
Screen - Report is displayed on the computer screen in PDF file format
Printer - A hard copy is generated to the report designated in facility information
Email - An email notification is sent to the user when the report is sent to be process. Another email is sent to the user when the report completes. The second email has the report attached in PDF format. If the report generates an error, an email will be sent to the user to alert them of the problem.
Excel – Report is generated and will be opened in Microsoft Excel.
Export – Not applicable for this report.
XML file - This selection will generate a file in XML format. When the report has completed, a prompt will appear indicating where the XML file is located and the file name.