Staff Assignment History Report Description

Permissions Required

You must have the Run Any Report, Including Those That Reveal Patient Information permission to generate this report.

Purpose

The Staff Assignment History Report provides a listing of the staff members and their assignments in the selected units within a specified date range for a specific time range. The report can be run for selected patients, so that you can learn who cared for them during the selected date range and time range. The Staff Assignment History Standard Report replaces the Caregiver Patient Standard Report and Patient Caregiver Standard Report. The new report is similar to the Caregiver Patient and Patient Caregiver Standard Reports. Like the Caregiver Patient Standard Report, the Staff Assignment History Report can be grouped by Unit, and like the Patient Caregiver Standard Report, the Staff Assignment History Report can be grouped by Patient. The Staff Assignment History Report can also be grouped by Staff Member. When grouped by Unit or Staff Member, the user will have the ability to generate the staff assignment report either to view only the beds that were assigned to the staff or view the beds assigned to the staff along with patient info for the beds that were occupied during the assigned time period. The patient info includes the patient’s name, visit number, and medical record number.

Report Parameters

Criteria selected when the report was being generated appear under Report Parameters. An example is the name of the campus selected when the report was generated.

About the Report Data

The report displays staff members and their bed assignments for selected units.
The user who generates the report can group the data by unit, staff member, or patient.
- If the data is grouped by unit, then the staff members with the selected staff assignment type who have beds assigned to them are shown. Underneath each staff member, the home locations of the patients who are occupying beds assigned to the selected staff member are shown. If the Include Patient Info option is selected, the report shows the patient's name, visit number, and medical record number. Grouping by unit is helpful when you need to see staff assignment information for entire units. The user who generates the report can select specific units to include. If specific units are selected, then only data about those units appears. If specific units were not selected, then the data about all units with staff members assigned to beds at the selected campus appears.
- If the data is grouped by staff member, then staff members with the selected staff assignment type who have patients assigned to them are shown. Underneath each staff member, the home locations of the patients occupying beds assigned to the selected staff members are shown grouped by unit. If the Include Patient Info option is selected, the report shows the patient's name, visit number, and medical record number This is helpful when you need to see information about a specific staff member. The user who generates the report can select specific staff members to include. If specific staff members are selected, then only data about those staff members appears. If specific staff members are not selected, then data about all staff members assigned to beds in the units in the selected campus appears.
- If the data is grouped by patient, then patients and the staff members caring for them are shown. For each patient, the report shows the medical record number and visit number. Underneath each patient, the staff members assigned to the patients are shown (in ascending chronological order), the start and end time of each assignment, the unit where the bed was located, and the patient's home location at the time of each assignment. This is helpful when you need to see information about a specific patient. The user who generates the report can select specific patients to include. If specific patients are selected, then only data about those patients appears. If specific patients are not selected, then data about all patients assigned to beds in the units in the selected campus appears.

Column and Row Descriptions

PDF Output

If Grouped by Unit with No Patient Info

This row or column...	Displays for each unit for the selected date range...
Unit row	Unit abbreviation (in ascending alphanumeric order).
Staff member name and type row	In each unit, for the date shown, the last and first name of the staff members assigned to beds and each staff member’s staff type.
Assignment Start column	Under each staff member's name, the date and time that their assignment to a bed started.
Assignment End column	Under each staff member's name, the date and time that their assignment to a bed ended.
Bed column	Under each staff member's name, the bed assigned to that staff member.
Assignment Type column	Under each staff member's name, the assignment type for that staff member. For example, if the staff member was assigned to one bed as a nurse, Nurse would be displayed. If the staff member was assigned to another bed as an assistant, Assistant would be displayed.

If Grouped by Unit with Patient Info

This row or column...	Displays for each unit for the selected date range...
Unit row	Unit abbreviation (in ascending alphanumeric order).
Staff member name and type row	In each unit, for the date shown, the last and first name of the staff members assigned to patients and each staff member’s staff type.
Assignment Start column	Under each staff member's name, the date and time that their assignment to a bed started, grouped by patient.
Assignment End column	Under each staff member's name, the date and time that their assignment to a bed ended, grouped by patient.
Bed column	Under each staff member's name, the bed assigned to that staff member, grouped by patient.
Assignment Type column	Under each staff member's name, the assignment type for that staff member. For example, if the staff member was assigned to one bed as a nurse, Nurse would be displayed. If the staff member was assigned to another bed as an assistant, Assistant would be displayed.
Patient column	Under each staff member's name, the names of the patients occupying the beds they were assigned.
Visit# column	Under each staff member's name, the visit number for each patient occupying the beds they were assigned.
MRN column	Under each staff member's name, the medical record number for each patient occupying the beds they were assigned.

If Grouped by Staff Member with No Patient Info

This row or column...	Displays for each staff member for the selected date range...
Staff member name and type row	Staff member's name and their staff type (in ascending alphabetical order).
Unit row	The unit to which each staff member was assigned (in ascending alphanumeric order).
Assignment Start column	Under each staff member's name, the date and time that their assignment to a bed started.
Assignment End column	Under each staff member's name, the date and time that their assignment to a bed ended.
Bed column	Under each staff member's name, the bed assigned to that staff member.
Assignment Type column	Under each staff member's name, the assignment type for that staff member. For example, if the staff member was assigned to one bed a nurse, Nurse would be displayed. If the staff member was assigned to another bed as an assistant, Assistant would be displayed.

If Grouped by Staff Member with Patient Info

This row or column...	Displays for each staff member for the selected date range...
Staff member name and type row	Staff member's name and their staff type (in ascending alphabetical order).
Unit row	The unit to which each staff member was assigned (in ascending alphanumeric order).
Assignment Start column	Under each staff member's name, the date and time that their assignment to a bed started.
Assignment End column	Under each staff member's name, the date and time that their assignment to a bed ended.
Bed column	Under each staff member's name, the bed assigned to that staff member.
Assignment Type column	Under each staff member's name, the assignment type for that staff member. For example, if the staff member was assigned to one bed as a nurse, Nurse would be displayed. If the staff member was assigned to another bed as an assistant, Assistant would be displayed.
Patient column	Under each staff member's name, the names of the patients occupying the beds they were assigned.
Visit# column	Under each staff member's name, the visit number for each patient occupying the beds they were assigned.
MRN column	Under each staff member's name, the medical record number for each patient occupying the beds they were assigned.

If Grouped by Patient

This row or column...	Displays for each staff member for the selected date range...
Patient name, MRN, and Visit# row	Patient's name, their medical record number, and their visit number (in ascending alphabetical order by patient name).
Staff column	Under each patient, the name of the staff member assigned to their home location. (in ascending order by start date and time).
Assignment Type column	Under each patient's name, the assignment type for the staff member assigned to their home location. For example, if one staff member was assigned to the bed as the patient's nurse, Nurse would be displayed. If another staff member was assigned to the bed as an assistant, Assistant would be displayed.
Assignment Start column	Under each patient's name, the date and time that the assignment for each staff member started.
Assignment End column	Under each patient's name, the date and time that the assignment for each staff member ended.
Unit column	Under each patient's name, the unit in which the patient was located during each staff member's assignment to the home location.
Bed column	Under each patient's name, the home location occupied by the patient during each staff member's assignment to that home location.

Unformatted Excel Output

The following data will appear. The order of the columns depends on whether the report was grouped by unit, staff, or patient.

This column...	Displays...
Unit	Unit abbreviation.
Staff	The last and first name of the staff members assigned to beds.
Staff Type	The staff member’s staff type. This field is blank for temporary users who have been assigned to beds.
IVR ID	The staff members IVR ID.
Assignment Start	The date and time that the staff member's assignment to a bed started.
Assignment End	Grouped by Unit or Staff: The date and time that the staff member's assignment to a bed ended. If the user generating the report selected to Include Patient Info, either the date and time that the staff member's assignment to a bed ended, or the date and time when the patient was moved out of the bed. Grouped by Patient: The date and time that the staff member's assignment to a bed ended, or the date and time when the patient was moved out of the bed.
Bed	The abbreviation of the bed assigned to the staff member.
Assignment Type	The assignment type for staff member at the time they were assigned to the bed. For example, if the staff member was assigned to one bed as a nurse, Nurse would be displayed. If the staff member was assigned to another bed as an assistant, Assistant would be displayed.
Patient	The patients occupying the beds assigned to the staff member. For reports grouped by Unit or Staff, this is only available if the user generating the report selected to Include Patient Info.
MRN	The medical record number for the patient occupying the bed during the assignment period. For reports grouped by Unit or Staff, this is only available if the user generating the report selected to Include Patient Info.
Visit#	Under each staff member's name, the visit number for each patient they were assigned. For reports grouped by Unit or Staff, this is only available if the user generating the report selected to Include Patient Info.