Assessment Reports

(Topic Last Updated On: 05/05/2010)

The Patient Assessments and Site Assessments menu items on the Assessments menu launch the Patient Assessments and Site Assessments screens, for entering, editing, viewing and exporting Patient or Site assessments. Both of these screens have a report link, for generating a report for the selected assessment. The assessment is rendered on the report viewer page of the Patient or Site Assessments screen as shown below. This page provides page navigation and zoom, search, export, refresh, and print options. Assessment results can be exported to various digital formats including XML, PDF, and XLS (Excel).

Field Descriptions

(Page Navigation)

This field displays the page number of the assessment being viewed, and how many pages the assessment includes, with arrows for navigating forward and backwards through pages.

(Zoom Percentage)

This field displays the percentage at which the assessment image is being displayed, which by default is 100%. Increasing this value will make the assessment text larger but display less text on the screen.

(Search)

This field is used for entering a key word to search for within an assessment. The Find button is used to find the first instance of the key word, and the Next button to find subsequent instances of the word.

Select a format

This field is used for selecting a digital format to export the assessment results to. Available formats include 'XML file with report data', 'CSV (comma delimited)', 'TIFF file', 'Acrobat (PDF) file', 'Web Archive', and 'Excel' (XLS).

Command Buttons

Return to History

Pressing this button will close the report and return you to the Assessment History page of the Patient or Site Assessments screen.

(Page Navigation)

Pressing either of the arrows will move forward or backward one page. Pressing either of the arrows followed by vertical lines will move to the beginning or end of the assessment report.

Find/Next

Once a key word has been entered in the search field, pressing Find will search the assessment report for the key word. Once the key word has been found, pressing the Next button will look for the next instance of the key word until the end of the assessment report is reached.

Export

Once an export format has been selected in the 'Select a format' field, pressing this button launch a separate window for exporting the assessment results.

(Refresh)

Pressing this button refreshes the assessment report to display the latest data. Pressing this button is generally only necessary if a report has been generated for an assessment being modified on another workstation.

(Print)

Pressing this button sends the displayed assessment report to your configured Report printer.

Procedures

How to Generate an Assessment Report
1.) On either the Site Assessments or Patient Assessments screens, click on the report link/button next to the assessment you wish to generate a report for. This will open the report viewer displaying the selected assessment.

How to Export an Assessment to a Digital Format
1.) On either the Site Assessments or Patient Assessments screens, click on the report link/button next to the assessment you wish to export results for. This will open the report viewer displaying the selected assessment. 2.) Select the format you wish to export the assessment results to in the 'Select a format' field. 3.) Click on the Export button. This will open a separate window with options for exporting the selected assessment's results.