The new page is accessed through an added link located at the top of the RiskWatch® surveyor report and is available to users who have Analysis permissions in the system.  You also need to be at the facility level in the blue banner across the top of the screen in order to see the report; it is not available at the regional or organizational levels. To see the new page, log in and then click the "ANALYSIS" link found to the left of the page in the gold navigation menu; this will open the RiskWatch® Analysis Menu page as shown to the right.  Next, locate the the heading, "Reports," and then click the underlined "Surveyor Report" link to open the page When the Surveyor Report page opens, you will now see two new headings: "Normal Options" and "Advanced Options" located at the top of the screen just below the title "Surveyor Report."  Please see the snapshot below.

Click the "Advanced Options" link to open the new page which displays all of the occurrence types and sub-types for the surveyor report:

As you can see, the report is basically the same as it has always been and it operates in the same manner:  select the status(es) you wish to review; the date range; units; and how you want the resident identification information displayed--then submit the report.  The exception is that now, if you choose, you can click in the square checkboxes to select exactly which types and and/or sub-types of occurrences you want to show in the final surveyor report.  To select an occurrence type/sub-type, simply click in the box.  To de-select a type, click in the box again.

You can select as many occurrence types and sub-types as you want for the report.  Please note that if a sub-type has ever been used by your organization and an occurrence was entered in the system with that sub-type, the sub-type option will still show on the options list in the Advanced Menu even if that sub-type is currently no longer in use by your organization.

With this enhancement, it is our hope that the Surveyor Report function becomes even more beneficial for you and easier to use.  If you have additional ideas on how we can improve any of the reports or data analysis functions in either CareWatch^® or RiskWatch^®, please contact us via Ask eHDS or at 937.767.1885.  We want the systems to work for you in the best way that they possibly can--and your direct input helps us meet those goals.