Advanced Reporting and Interpretation

1. Advanced Reporting and Interpretation CareTracker Forum 2003 Amy Ritchey, Implementation Consultant

2. Advanced Reporting • Graph Weights • Report Properties • Creating New Reports

3. Great reports begin when setting up a series

4. The 3 C’s of Graph Weights • Counters • Calculations • Coding the MDS

5. Graph Weights used as Counters

6. Graph Weights to Code MDS The graph weights are displayed and used to determine the ADL Score

7. Graph Weights used to Calculate

8. Using Graph Weights Let’s set up a report to calculate the average substitute meal intake. • Go to the Substitute Meal series • Check the Graph Weights. Will they be useful when calculating the report? • In reports, copy the meal intake detail report • Paste the report to your favorite folder • Rename the report ‘Substitute Meal Report

10. Let’s Review Report Selections • Available Fields • Exclude • Ask At Runtime • Select Range • Starting Value and Ending Value

11. Available Fields Search in Help for ‘Available Fields’

12. Exclude Quest Test of ‘Fluid Intake in CC’s’

13. Ask at Runtime

14. Select Range All Choose All when you want all of the available field you selected Custom Custom Ranges are used for an alphabetical range of the available field or just one Select Select Ranges are used to choose more than one available field that is not in alphabetical order

15. Starting Value and Ending Value

16. Back to our Substitute Meal Report • Create a new selection • Available Fields: Series Text • Exclude: No • Ask at Runtime: No • Select Range: Custom • Starting Value: Substitute Meal • Ending Value: Substitute Meal

17. Creating a Report • Create a Staff Master List displaying only the RN’s • Create a ‘No BM in last 9 shifts Cross Tab Report’ displaying only residents in the North Wing • Create a Report to display the number of times a resident was incontinent in the past 48 hours (Hint: Use the Available Field: Observe Choice)

18. Thank You