How to run the Resident Contact/Association Labels Report

This report is used to print out labels that are used to send out information to friends or family of residents/clients within facilities.

This report can be found by navigating to e-Reports > ADT > Group > Resident Contact/Association Label Report.

This report can be run using several different options and/or parameters. Depending on which one you choose, the report will give different results. Here is a breakdown of each one:

1.       Admission Within Period:

An area where users can set a date range for when residents were admitted to the facility

• For residents with admission between a specific time period select the dates
• For all active clients enable the Active Clients Only checkbox

2.       Units and Programs:

An area where users can limit the units and programs that will appear on the report

• This will allow you to run the report for a specific unit and program
• This will default to 'all'

3.      ADT Status:

An area used to minimize the number of residents that will appear on the report by ADT status

• This area will allow you to run the report by the resident/patient ADT status
• This will default to 'all'

4.       Client (Leave Blank For All Clients):

An area that can turn this report from a group report to an individual report restricting the report to one resident

• If you are searching for a single client only you may use this area to select that client.

Make sure to leave this area blank if searching for multiple residents

5.       Contact Association:

These are Contact Associations given to the resident's/patient's contacts in ADT. This is where associations are selected based on the labels required

• To prevent Labels from being wasted this will default to no Associations
• The Associations will need to be selected each time when running this report
• You can uncheck all by unchecking the no associations checkbox

6.       Flags :

An area to include/exclude certain resident/patient parameters

• Enable the check box beside each item to include/exclude certain resident/patient elements from the report.

1. 1.       Sort By

An area which controls which order the resident/patient information will appear

• Can be sorted by:
• Last name
• First name
• Client ID (Chart No.)