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Selecting Residents/Patients to be Included in Reports

Kevin U
  • Updated

Selecting Residents/Patients to be Included in Reports

There are two methods to select residents/patients to be included in people reports:

Selecting Residents/Patients via the Reports Screen

Via filtering settings on the People Reports screen (People > Reports), you select the residents/patients to be included in your reports. To do so, complete the following steps:

  1. Select People > Reports. The People Reports screen appears.

  2. From the People Groups field, select the people groups that you want to include in your report.

  3. For the Dining Areas field, you can filter out residents to not generate reports for by selecting only the dining areas you want to generate reports for.

  4. For the Residence Areas filter, you can filter out residents to not generate reports for by selecting only the residence areas you want to generate reports for.

  5. The screen refreshes to indicate how many people the system has pulled.

    people_report_filters.png

  6. To further narrow down the system results, click the Edit Selections button and a pop-up appears for you to select/clear the people profiles. Click Save after making your selections.

    edit_selection_people.png

  7. The Report screen appears for you to select and configure the reports you want to generate. 

    Note: If wanting to print a meal ticket or menu for the resident, then select one of the following reports depending on the resident's assigned service type (non-select, advanced ordering, table select):

Selecting Residents/Patients via the People Listing Screen

You can also select the resident/patients to be included in people reports via the People Listing screen. With this method, you can generate a people report with resident/patients of the settings you select. You can filter by the following setting types: service type, residence area, dining area, diet type, texture type, fluid type, allergens.

Alternatively, you can exclude residents/patients with a specific setting (e.g., NPO as the diet type), by selecting all settings of a setting type but not the settings you want to exclude (e.g., select all diet types but not NPO to exclude residents/patients with an NPO diet type). 

To use the People Listing screen to select residents/patients for a people report, complete the following steps:

  1. See Opening and Customizing Your People List (via the People Listing Screen) to filter the residents/patients onscreen by specific settings.

  2. Select the check boxes of the residents/patients you want to include in your reports.

  3. Click the Print button. The Report screen appears for you to select and configure the reports you want to generate.

    Note: If wanting to print a meal ticket or menu for the resident, then select one of the following reports depending on the resident's assigned service type (non-select, advanced ordering, table select):