This report provides a list of assessments submitted to the state, or scheduled to be submitted, for the selected date range. Select the criteria you want to use to filter the report:
1. Click the arrow beside the Offices field, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
2. To show all details in the report, click the Show Details check box. Otherwise, clear this check box to see a high-level report without details.
3. Change the following fields if you want to filter by specific items other than the default settings:
● The Patient ID From and Patient ID Thru fields include all patients. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
● The Patient Name From and Patient Name Thru fields contain All to include all patients in the report. To filter the report by a specific patient, or a range of patient names, enter the range of names in these fields.
● The Submit Date Begin and Submit Date End fields include the previous month. To filter by any other dates, click in these fields and select the appropriate dates from the calendars.
4. To view a specific assessment, click the arrow beside Assessment Identifier and select the appropriate assessment.
5. To view only assessments that are locked, click the Locked Only check box.
6. To view only assessments that have been submitted, click the Submit Only check box.
7. Click the link below to learn about the report content:
Understanding the report content