Charting and Reporting options are located in the “Review” section of a patient’s profile. Click here to learn more about charts and reports.
To access charts and reports:
- Navigate to the Patient Selector magnifying glass and select a patient
- Click the patient’s initials on the left-hand side and select Review
- A list of charts will be on the left-hand side and reporting options will be at the top of the list, indicated with certain icons to reflect the way a report will generate.
- Lower in the list are all of the available charting options, grouped by score type.
- The following icons and their descriptions:
: Indicates a report will generate in Word, by default.
: Indicates a report will generate as a PDF, by default.
: Indicates a chart will generate as a line graph.
: Indicates a chart will generate as a bar graph.
: Indicates charts that generate as scatter plot graphs.
- Hover over each chart or report name for a description.
- After selecting a chart, the pop-up includes "Chart Parameters," "Chart Configuration," and "Advanced Chart Configuration" sections.
- In the Advanced Chart Configuration section, users can specify numerical range values for the Y-Axis. Please note, the "Y-Axis Min" field has a minimum value of 0 and the "Y-Axis Max" field has a minimum value of 1.
The Goal Plan Summary Report
Users can view the Goal Plan Summary and Score Sheet Summary from the “Review” section of patients’ profiles, but they are also accessible from the “Goal Plan” section in the Charts & Reports module.
When viewing the reports from the “Review” section, users need to select parameters before running the report.
To generate a Goal Plan Summary from a patient’s “Review” section:
- Navigate to the Patient Selector magnifying glass and select a patient
- Click the patient’s initials on the left-hand side and select Review
- Under the Goal Plan section, select Goal Plan Summary
- In the “Goal Plan Summary” pop-up, select the name of the Goal Plan from the Goal Plan drop-down list. These will appear with the newest created Goal Plans at the top.
- Only organizations that have been using and assigning score sheets to Categories, will need to select the Score Sheet Category option.
- Click Run to run the report as its default, a Word document, or, click the down arrow to select the option to run as a PDF.
- A HIPAA Warning will appear reminding users that CR Essentials is not responsible for HIPAA compliance of extracted data. Click Yes to continue. The report will be downloaded to your computer.
- These same steps can be followed to generate the “Score Sheet Summary” report or the “Score Sheet Summary by Session” report, though each has slightly different parameters. The same group of reports also includes the “Score Sheet” report, which is a paper version of a Score Sheet printed to have data collected on it, in the event that real-time data collection is unavailable. Printing a score sheet is commonly used for post facto data entry purposes.
- Another way to generate the Goal Plan Summary, Score Sheet Summary, or Score Sheet reports is directly from the “Goal Plan List” section.
- Click the patient’s initials on the left-hand side and select Goal Plans under the “Manage” section.
- Click on the row of a Goal Plan or Score Sheet that needs to be printed, to highlight the row.
- Please note, clicking the name of a Goal Plan or Score Sheet will open the object. There is no option to print when it is open.
- Click the Print drop-down and select Score Sheet or Score Sheet Summary Report.
- From a Score Sheet, there is an option to print the Score Sheet Summary or just the paper score sheet (for post facto data collection). When selecting a Goal Plan, only the option to print a Goal Plan Summary will appear. There is no option from the Goal Plan list section to print the Score Sheet Summary by Session.
- When printing from this page, the reports will generate as Word documents. A confirmation will appear when it is downloaded and ready for viewing.
The Score Sheet Summary Report
Section 1: Includes information about the patient. A name will not generate for HIPAA purposes, but can be added since the report generates into a Word document. A case number will generate if one has been saved to the patient record.
Section 2: Includes all sessions ran on the score sheet. If it is a Goal Plan Summary, it will include all sessions collected on any score sheet created from that Goal Plan. Look for the session date, start and end time (in Scout it is calculated by the first and last data point collected), the data collector, collection method, number of minutes in the session (this is recorded on the lock screen in both Scout and Post Facto and is not a system-generated number), the Score Sheet name, and the number of samples collected. This is also where users will find any session or session summary notes that were included.
Section 3: “Score Sheet Options” are generally the details of the goal plan or score sheet that provides information about how many skills/domains and how many scores are collected.
Section 4: Houses the bulk of information in this report. The grey shaded header shows the domain name, the skill name and an icon to indicate the score type collected. Below includes the target (and any presentation, SD, or details that may have been defined), the observation date, observer name, score, raw data details, and any score level notes that have been collected.
This section is grouped by domain/skill first with Task Analysis skills and Behaviors and ABCs generating at the bottom of the report in their own groups.
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