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  1. Nursing Home / Assisted Living
  2. Reports and analytics
Reference

Reports for the questions your team asks

Review episode progress, clinical evidence, tasks, privileges and financial records.

Overview
Nursing Home / Assisted Living · Overview

Nursing Home / Assisted Living dashboard

This quarter

Resident care plans in view
6
Ordered
2
Collected
2
Received
2

Encounters by status

How far records got this quarter

StageReachedStep
Scheduled32
Arrived619%
In progress233%
Awaiting review150%

Encounters by status

Sample counts per stage

200
20Scheduled
20Arrived
-30In progress
-50Awaiting review
-20Completed
Example screen with sample data

Questions to answer

What needs attention?

Look at episodes awaiting review, open or escalated tasks and pending consent records.

What was documented?

Read notes, observations, medication entries and specimen collection details by encounter.

Who can act?

Examine clinician privileges and care team assignments, including effective dates.

What is ready for billing?

Review charge states and patient payment states separately.

More reports

Encounters by status List

Count encounters by their current status and visit type.

Care tasks due List

Show open and in-progress tasks by assignee and due date.

Privilege expiry List

List clinician privileges by status and effective end date.

Medication record detail List

Group medication, quantity and lot by encounter and authorizing person.

Observation history List

Compare measured values and observation dates within encounters.

Specimen progress List

List accession and collection details by encounter and status.

Charges and payments List

Review encounter charges by status beside patient payment records without assuming allocation.

Set up Nursing Home / Assisted Living your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started