Schedule Reports

New schedule reports provide real-time visibility into scheduling operations, so agencies can ensure that care delivery accommodates patient needs and adheres to frequency orders. The new reports facilitate continued compliance and optimal care through seamless visit scheduling.

Schedule Report Permissions

Users must have schedule report permissions to view and export schedule reports.

To give a user permission to view schedule reports, navigate to the Permissions tab in the user’s profile. Select View next to Schedule Reports in the Reports section. To enable the user to export schedule reports, select Export next to Schedule Reports. Click Save to complete the process.

People tab ➜ People Center ➜ Edit ➜ Permissions tab ➜ Reports section ➜ Schedule Reports ➜ View/Export ➜ Save

Access Schedule Reports

To access the schedule reports in Axxess Hospice, navigate to the Report Center under the Reports tab. The Schedule Reports section appears on the right side of the Report Center.

Reports tab ➜ Report Center ➜  Schedule Reports

The following reports are available in the Schedule Reports section:

  • Recertifications Due
  • Comprehensive Assessments Due
  • Visit Alerts
  • Frequency Watch Report
  • Scheduled Tasks
  • Missed Visit by User
  • Visit History by Date Range

Select Learn More next to any report to view a description, the report parameters and the information included in the report.

Select the title of a report to open the report page in a new browser tab. In the top right corner of each report page, users can select the Report Center button to return to the Report Center.

Updated on 3/19/2020