Reviewing Assessment Documentation

Covered in this topic:

Reviewing from the Patient Desktop

Reviewing from the All Assessments Report

Reviewing from Chart Review

Reviewing from the Patient Desktop

Once the assessment has been completed and documented, summary details may be found on the Patient Desktop’s Patient Banner/Header or the Patient Dashboard Report.

Note: Not all assessments or assessment details are visible on the Dashboard.

• Patient Banner/Header - you may either hover over the Caution Triangle or click on it for a summary box to pop up.  If you clicked on the triangle, the pop-up window will show a button called Viewed to be able to document acknowledgement of your review of the information.

• Patient Dashboard – the different symbols indicate the different statuses of the assessments (i.e. blue circles means documentation not completed, yellow triangles means an alert).  For additional review on the icons, you may review the information in the Patient Dashboard topic.

Reviewing from the All Assessments Report

1. From the Patient Desktop, under the Patient Shortcuts menu, click All Assessments Report.

2. From the All Assessments Report list, click the relevant assessment.

3.   Follow the necessary prompts to review. There are a few options:

a)   Compare Events will show you up to five documented events side by side.

b)   View Event will show you the latest documented event.

Reviewing from Chart Review

1.   From the Patient Desktop, Patient Shortcuts menu, click Chart Review.

2.   Select Assessments from the list and click OK, to display a list of all assessments.

3.   Select the relevant assessment you wish to review, then click OK. You may also refer to the Chart Review topic for more information.

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