Assessment Report

1. From the Reporting Tool, go to Reports > Assessments > Assessment
2. Select a Location or leave defaulted to All locations
3. Select a User or leave defaulted to All users
   1. Selecting a User filters the report to display assessment actions performed by that user
4. Populate Date From and Date To fields to specify the date range for the assessment activity
5. Optional: select one or more diagnosis codes from the following options:
   1. Select a code from the Favorite Assessment (ICD‑9) list or click Search Master List to select from all ICD‑9 codes
   2. Select a code from the Favorite Assessment (ICD‑10) list or click Search Master List to select from all ICD‑10 codes
   3. Select the All checkbox to include all diagnosis codes
6. Optional: select one or more Actions
   1. Selecting an Action filters the report to display only the selected assessment actions
7. Click Create Report

Note

	Reports with an extensive amount of data are unable to be generated as a PDF and will require the user to export the report to view the data.

The Assessment report will display the Patient Name and patient demographic data, Encounter Date, diagnosis code Description detail, Action, and user (Provider).

Generated report data can be exported and saved outside of Sevocity to a destination selected by the user, such as a network drive or local machine.

1. From the report, click Export
2. Select a location to save the file and type a File Name
3. Click Save

   1. The data will be saved as a comma delimited file (.csv)

      

4. Click OK to acknowledge the export is complete

   

Why is the Export Button Disabled?

The Export button becomes enabled only if there is data in the generated report.