Associated Resources

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Associated Resources Report

Report>General>Associated Resources

The Associated Resources report is designed to collect information on the resources that have associations. Agencies can select the needed resources and see their associated resources. This report includes information on when the associations start and end and what relationships are assigned. It is possible to filter the associations according to the selected parameters and define consolidation across different levels.

The Associated Resources window consists of three tabs:

>	The Define tab to select what information to include in the report.

>	The Consolidation tab to consolidate data on the report across different levels.

>	The Preview tab to see the generated report on the screen and print or save it in the appropriate format.

The Associated Resources Report is available in Host Mode only.

Information on Associated Resources Report


Field Name	Description
Resource	Name of the resource and its ID number in parentheses.
Associated Resource	Name of the associated resource and its ID number in parentheses.
Relationship	Relationship between the selected resource and the associated resource.
Effective Date	Effective date of the association.
End Date	End date of the association.

Associated Resources Report – Define Tab

Use the Define tab to set a date range and specify the resources for which you want to see the associations. Also, you can select the status of the selected resources, the relationships with their associations, and other optional criteria to include in the report.

Date Range

>	Start Date – Enter the beginning date for the report. By default, the date is a month earlier than the current date.

>	End Date – Enter the last day to include information on the associations. By default, the date is set to the current (today).

Mode

Select the resources for which you want to view associations:

>	All Resources – Select to include all resources in the Business Unit.

>	Individual Resources – Select to include individual resources.

>	Resource List – Select to include resources that belong to the certain resource list from the View Resource Lists dialog.

Note: The Individual Resources and Resource List options are disabled if you select the Multiple Business Unit Consolidation check box.

Status

Select the status of the resources for which you want to see the associations:

>	Active – Select to include only active resources.

>	Inactive – Select to include only inactive resources.

>	Both – Select to include both active and inactive resources.

Relationship

Select the relationships you want to see in the report. The report displays only those resources that have associations with the relationships that you selected.

Multiple Business Unit Consolidation

Select the Multiple Business Unit Consolidation check box to add the Region and Business Unit levels to the list of standard consolidation levels.

Include Report Definitions Page

Select the Include Report Definitions Page check box to add the Report Specification Summary page to the report. This page displays the settings defined by the operator.

Associated Resources Report – Consolidation Tab

Use the Consolidation tab to define the levels of details for the report. For each level you select, you should also define the values you want to include. The levels are listed from the most general to the most specific. Each consolidation level is printed on a separate page.

If you select the Multiple Business Unit Consolidation check box on the Define tab, the Region and Business Unit levels appear in the standard list of levels.

You do not necessarily need to select a consolidation level to run the report. Consolidation filters the information according to the selected parameters. If you clear all levels selected by default for the consolidation, the report is generated for all data in the current Business Unit assigned to the operator running the report.

Generating Associated Resources Report

To access this report, you must be granted a corresponding privilege in Administration>Configuration>Operators>Privileges:[Business Unit Name]>Reports>General by the Allscripts Homecare administrator. The report can be run in the Host Mode only.

1.	Go to Reports>General>Associated Resources.

The Associated Resources window opens with the Define tab active.

2.	Select the date range.

3.	In the Mode section, select the resources for which you want to see the associations.

4.	Select the status of the resources for which you want to see the associations.

5.	To view the resources only with certain relationships, select them in the Relationship section.

6.	To add the Region and Business Unit levels for the consolidation, select the Multiple Business Unit Consolidation check box.

7.	To add the Report Specification Summary page, select the Include Report Definitions Page check box.

8.	To consolidate the report across multiple levels, go to the Consolidation tab and select the needed values. For more information, see Consolidation Tab.

9.	Select the Preview tab to view the report.

If you change the criteria on the Define tab, you should click Close on the Preview tab and then click the Preview tab again to see those changes.

10.

Click Print if you need to print the report.

11.

To export the file in Excel, Acrobat, or ASCII format, click Save As.