The Complete List of ASR Reports

ASR includes a wide set of reports available for the data stored and maintained by ASR. Reports are generated on-demand and are presented in the form of PDF or XLS (Microsoft Excel) files.

Reports are arranged in the context of the currently active ASR screen. The reports are available for the following screens:

• Customers Screen
• Employees Screen
• Tasks Assignments

The Customers Screen Reports

Report: Customer Details.

This report displays pertinent customer information about the customer. The report is available for one or several customers selected by the user.

Criteria:

• Customers: a list of customers to be selected. The report will contain information for each customer selected in the list.
• Report Title: optional title of the report. Default is "Customer Details Report".
• Report period From and To: period for which to print Tasks Assignments for the selected customers.
• Show Sensitive Fields: If selected the report will contain sensitive fields about the customer such as Review Dates, Gender, Sex, Date of Birth, Age (all optional)
• Print Tasks Assignments: if selected, the report will contain the Tasks Assignments for the customers. Sub-criteria: Print Visit Tasks, Print Closed Visits (optional).
• Print Communication Log: if selected, the report will contain the Communication Log records for the customers for the given date range.
• Print Supervisory Reviews: if selected, the report will contain the Supervisory Reviews for the selected customers for a given date range. Sub-criteria: Print Supervisory Reviews Analysis, Print Supervisory Reviews Analysis Only (optional).
• Print Medical Reviews: if selected, the report will contain the Medical Reviews for the selected customers for a given date range.
• Print File Audit: if selected, the report will contain the File Audit records for the selected customers.
• Print Task Sheet Billing Reviews: if selected, the report will contain the Task Sheet Billing Reviews records for the selected customers.
• Print Client Form: if selected, the report will contain the standard Client Form for the selected customers. Sub-criteria: Print Medical Status, Print Priority Section.

Report: Assignment Task Sheet - Supervisor.

Assignment Task Sheet Supervisor Report form used during supervisory visits.

Criteria:

• Customers: a list of customers to be selected. The report will contain information for each customer selected in the list.
• Applicable Services: list of "root" Tasks defined in ASR that are applicable for this particular customer/supervisory visit.
• Report Title: optional title of the report. Default is "Assignment Task Sheet - Supervisor".

Report: Task Sheet.

Generates Task Sheet(s) for a customer visit.

Criteria:

• Visit Date From and To: date range for which generate the Task Sheets.
• Customers: a list of customers for which to generate the report. The report will contain information for each customer selected in the list.
• Employees: a list of employees for which to generate the report. The report will contain information for each employee selected in the list.
• Hide Scheduled Check In/Out: optional.
• Filter By Service Type: optional list of service types for which to generate the Task Sheets.
• Filter By Program: optional list of programs for which to generate the Task Sheets.
• Order By Customer: optional. Default report ordering is by date.
• Show Payable Hours: optional.

Report: Supervisory Review Form.

Prints standard supervisory review form used during customer reviews.

Criteria:

• Customers: a list of customers for which to generate the report. The report will contain information for each customer selected in the list.
• Review Date: date of the review
• Review Type: Visit or Call
• Review Period: 2, 4, 6, or 12 Months
• Supervisor: name of the supervisor.
• Report Title: optional title of the report. Default is "Supervisory Review Form".
• Print Customer Medical Details Fields: optional
• Show Most Recent Care Plan Always: optional

Report: Customer Task Sheets Billing Reviews.

Prints all Customer Task Sheets Billing Reviews for a given period.

Criteria:

• Review Period Date From and To: reviewed period for which to generate the report

• Review Date From and To: date of when the reviews where done  which to generate the report

• Show Reviews with Observations Only: optional

• Show Customer's Last Name First. Default is first name then last name.

• Show Records with Observations First: optional

Report: Blank Task Sheet.

Prints a blank Task Sheet for unspecified Service Visits.

Criteria:

• Applicable Services: list of "root" Tasks defined in ASR that are applicable for this particular customer/supervisory visit.
• Hide Scheduled Check In/Out: optional.

Report: Release Form.

Prints a Client Release Form.

Criteria:

• Customers: a list of customers for which to generate the report. The report will contain information for each customer selected in the list.

Report: Customer Service Visits

Print details and analysis of service visits made for one or more Customers. The report shows scheduled and actual visit times and can be used for billing and payroll needs.

Criteria:

• Customers: a list of customers for which to generate the report. The report will contain information for each customer selected in the list.
• Date From and To: date range for which to print the visits.
• Employees: a list of employees for which to generate the report. The report will contain information for each employee selected in the list.
• Filter By Service Type: optional list of service types for which to generate the Task Sheets.
• Filter By Program: optional list of programs for which to generate the Task Sheets.
• Show Scheduled Visits: show visits scheduled times.
• Show Actual Visits: show times when the visits actually took place. Sub-criteria: Show Amounts Earned, Show Check-in/out phone numbers, Show Receivables.
• Show Totals: show total summary (of hours, earnings, etc.) for each customer/employee.
• Group By Employee: group the visits by employee
• Show Customer Header Details: optional
• Show Visits Analysis: print a block of statistical analysis for each customer/employee group on the report. Sub-criteria: Show Total Analysis.
• Show Randomly Selected Visits: optional
• Show Visits Tasks Summary: optional
• Market Late and Missed Visits: print the late and missed visits in red ink.

Report: Billing Summary

Prints completed Service Visits for purposes of billing. Grouped by Program and Service Type

Criteria:

• Customers: a list of customers for which to generate the report. The report will contain information for each customer selected in the list.
• Employees: a list of employees for which to generate the report. The report will contain information for each employee selected in the list.
• Report Date From and To: date range for which to print the visits.
• Group By Program Type: optional
• Group By Service Type: optional
• Show Employee Name: optional

Report: Clients Review Summary

Prints Clients Review Summary. This report contains a listing of all customers with essential demographic information, addresses, phone numbers, case worker, emergency contact, current care plan, client review dates, most recent communication log entries, suspension and program information.

Criteria:

• Generate Report For Supervisors: a list of supervisors for which to generate the report. The report will contain information for each supervisor selected in the list.
• Group By Supervisor: optional
• Hide Suspended Clients: optional
• Show Inactive Clients: optional
• Filter By Program: optional list of programs for which to generate the Task Sheets.
• Filter By Payer Source: optional list of payer sources for which to generate the Task Sheets.

Report: Incident Report

Prints all recorded incidents for a time frame.

Criteria:

• Date From and To: date range for which to print the incidents.

Report: Billable Service Visits Report

Print Service Visits for purposes of billing

Criteria:

• Customers: a list of customers for which to generate the report. The report will contain information for each customer selected in the list.
• Show Last Name First: optional
• Date From and To: date range for which to print the visits.
• Employees: a list of employees for which to generate the report. The report will contain information for each employee selected in the list.
• Filter By Program: optional list of programs for which to generate the Task Sheets.
• Filter By Payer Source: optional list of payer sources for which to generate the Task Sheets.
• Show Scheduled Visits: show visits scheduled times.
• Show Actual Visits: show times when the visits actually took place. Sub-criteria: Show Amounts Earned, Show Check-in/out phone numbers, Show Receivables.
• Group By Employee: group the visits by employee
• Show Customer Header Details: optional
• Filter By Service Type: optional list of service types for which to generate the Task Sheets.
• Market Late and Missed Visits: print the late and missed visits in red ink.

Report: Complaints Report

Prints all recorded complaints for a time frame.

Criteria:

• Date From and To: date range for which to print the complaints.

Report: File Audit Findings Report

Prints all File Audit Findings for a given date range.

Criteria:

• Customers: a list of customers for which to generate the report. The report will contain information for each customer selected in the list.

• Date From and To: date range for which to print the complaints.
• Print Unresolved Findings Only: optional.

Report: Supervisory Visit Reports Bundle

The Report Includes: Supervisor Review Form, Assignment Task Sheet - Supervisor, Customer Task Assignment. The criteria are the same as for the individual reports listed above.

Report: Customers Listing Report

This report lists all Customers optionally filtered by:

• Customer Status

• Program

• Service Type

The Employees Screen Reports

Report: Employee Service Visits

Print details and analysis of service visits made for one or more Employees. The report shows scheduled and actual visit times and can be used for billing and payroll needs.

Criteria:

• Employees: a list of employees for which to generate the report. The report will contain information for each employee selected in the list.
• Date From and To: date range for which to print the visits.
• Customers: a list of customers for which to generate the report. The report will contain information for each customer selected in the list.
• Filter By Service Type: optional list of service types for which to generate the Task Sheets.
• Filter By Program: optional list of programs for which to generate the Task Sheets.
• Show Scheduled Visits: show visits scheduled times.
• Show Actual Visits: show times when the visits actually took place. Sub-criteria: Show Amounts Earned, Show Check-in/out phone numbers, Show Receivables.
• Show Totals: show total summary (of hours, earnings, etc.) for each customer/employee.
• Group By Client: group the visits by customers.
• Show Employee Header Details: optional
• Show Visits Analysis: print a block of statistical analysis for each customer/employee group on the report. Sub-criteria: Show Total Analysis.
• Show Randomly Selected Visits: optional
• Show Visits Tasks Summary: optional
• Market Late and Missed Visits: print the late and missed visits in red ink.

Report: Task Sheet.

Generates Task Sheet(s) for a customer visit.

Criteria:

• Visit Date From and To: date range for which generate the Task Sheets.
• Customers: a list of customers for which to generate the report. The report will contain information for each customer selected in the list.
• Employees: a list of employees for which to generate the report. The report will contain information for each employee selected in the list.
• Hide Scheduled Check In/Out: optional.
• Filter By Service Type: optional list of service types for which to generate the Task Sheets.
• Filter By Program: optional list of programs for which to generate the Task Sheets.
• Order By Customer: optional. Default report ordering is by date.
• Show Payable Hours: optional.

Report: Employee Details.

This report displays pertinent employee information about the employee. The report is available for one or several employees selected by the user.

Criteria:

• Employees: a list of employees for which to generate the report. The report will contain information for each employee selected in the list.
• Report Title: optional title of the report. Default is "Employee Details Report".
• Print Tasks Assignments: if selected, the report will contain the Tasks Assignments for the customers. Sub-criteria: Print Visit Tasks, Print Closed Visits (optional).
• Print Communication Log: if selected, the report will contain the Communication Log records for the customers for the given date range.
• Print Salary History: optional
• Show Sensitive Data Fields: if checked, includes sensitive information about the employee (e.g. SSN, DOB, etc.)
• Print Employee File Audit: optional

Report: Blank Task Sheet.

Prints a blank Task Sheet for unspecified Service Visits.

Criteria:

• Applicable Services: list of "root" Tasks defined in ASR that are applicable for this particular customer/supervisory visit.
• Hide Scheduled Check In/Out: optional.

Report: File Audit Findings Report

Prints all File Audit Findings for a given date range.

Criteria:

• Employees: a list of employees for which to generate the report. The report will contain information for each employee selected in the list.

• Date From and To: date range for which to print the complaints.
• Print Unresolved Findings Only: optional.

Report: Payroll Report

Print Company-wide Payroll based on Service Visits.

Criteria:

• Date From and To: date range for which to print the payroll.

• Filter By Service Type: optional list of service types for which to generate the report.
• Filter By Program: optional list of programs for which to generate the report.

• Filter By Payer Source: optional list of payer sources for which to generate the report.
• Filter By Pay Type: print the report only for Direct Deposit or Check pay types
• Total Line Per Employee Only: optional.

The Tasks Assignments Screen Reports

Report: Billing Summary

Prints completed Service Visits for purposes of billing. Grouped by Program and Service Type

Criteria:

• Customers: a list of customers for which to generate the report. The report will contain information for each customer selected in the list.
• Employees: a list of employees for which to generate the report. The report will contain information for each employee selected in the list.
• Report Date From and To: date range for which to print the visits.
• Group By Program Type: optional
• Group By Service Type: optional
• Show Employee Name: optional