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How do I review data for an assessment administered several times over the course of a year?
Is FormBuilder data entered for discharged clients available on FormBuilder ReportBuilder reports?
What "form dates" is the settings page looking at?
Why are future dates allowed in the date range for form reports?
Why is a form I completed as part of an incident not showing up in assessment reports?
How do I review data for an assessment administered several times over the course of a year?
Use the FormBuilder ReportBuilder feature and select a date range for the report that covers the full year. When running the report, you'll see the progression of the administered assessments over the time period specified. You won't be limited to just seeing the latest values for the assessment as you would were you to use other report functionality such as the Demographics ReportBuilder.
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Is FormBuilder data entered for discharged clients available on FormBuilder ReportBuilder reports?
Yes. Please note though, that if you're running the FormBuilder ReportBuilder for a form located on the Charting Timetable, the due date of the scheduled for must fall within the Form Date Range.
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What "form dates" is the settings page looking at?
By default, the report will include only those forms whose data dates and due dates fall within the last 30 days as indicated with the Form Date Range on this page. In this context, the "form date" varies based on the location of the form you have selected.
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When the form location is: |
The "Form Date Range" looks for forms where: |
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Face Sheet or Intake |
The client was active within the date range |
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Charting Timetable |
The due date or the scheduled event falls within the date range |
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Discharge |
The discharge date falls within the date range |
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Service Plans and Progress Notes |
The date of service falls within the date range |
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All Other Locations |
The date the form was created falls within the date range |
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Why are future dates allowed in the date range for form reports?
Future dates are allowed in order to accommodate things like chart events which may be scheduled with future dates but be completed now.
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Why is a form I completed as part of an incident not showing up in assessment reports?
When a consumer is not included as a participant in an incident, any form associated with that incident is not available on assessment reports where one would otherwise expect to see it.
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https://demodb.footholdtechnology.com/help/?10663
