The missing documentation report will provide you with a list of any service entry that does not have completed documentation attached to it. This process will look at the consumer service master and forms linked to the consumer to figure out if a service entry was made but documentation was not completed.

NAVIGATION: REPORTS menu > Missing Documentation

  1. In the FACILITY section, select the facility you want to run the report for.
  2. In the DATE RANGE section, enter the time frame you want to review the documentation.
  3. Select any other options (case number or service code) or leave blank to review all punches for the time frame you selected.
  4. Additional options include:
    1. Display My Homes Only will include only the homes the staff person is assigned to
    2. Display All Documentation Lines (this will show all documentation that was completed)
    3. Exclude Outside Day Program Check
    4. Include Screening Check
      1. This will add another column to the report. If there is any documentation completed and that specific user had not done a screening, this will be listed on the report.
  5. Place a check mark in the NOTIFY box and click the RUN REPORT icon. 
    1. When the report is ready to review, a prompt will appear that says the report is complete. 
    2. Click YES to open the report in a new window.
    3. If you do not click notify, you will need to access the report from your dashboard and it will open in the same window.
  6. If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
    1. The report will display on the screen and the file will be available on your dashboard so you can download/save it to your computer.

7/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388