Service Reports include:
Service Authorization (different format for each template type)
Service Summary (combined service authorizations for date range)
Scheduled Exceptions (all exceptions, even ones that did not create notice, with any posted notes)
Care Plan Calendar (see below for note about multiple service schedules in one month)
Notice Report (all notices for a person, the reviewer ID and review date)
Message Report (all messages for a person, with Read By ID and Read Date & Time)
On the Service Reports tab, selection criteria for reports are on the top of the screen.
Users can select:
a time period (in months)
to include or exclude Cost/Unit information (exclude is default)
Key service report information:
Reporting period defaults to 3 months: current, prior, and next
A report will print "No Data to Report" if there is no template or scheduled exception in the month
Times may vary or Days may vary appear under the service schedule if appropriate
Any notes pertaining to the service, tasks or service times will appear on the Service Authorization, Service Summary, and the Care Plan Calendar reports.
Participant at Risk appears on top of the service reports if applicable
Care Plan Calendar Report will not print any data if there is:
o no template for the month
o no service scheduled in the month
o template stops before the scheduled event (e.g. template stops on the 15th for a service scheduled to occur on the last date of month)
On Care Plan Calendar Report, if multiple service schedules in the month, each schedule will be shown, but only the times and tasks associated with the last schedule for the service in the month are displayed. See Service Authorization report for details about all schedules.