Reporting Requirements Specification

Transcription

1 Cmmunity Mental Health Cmmn Assessment Prject OCAN ing Requirements Specificatin May 4, 2010 Versin SECURITY NOTICE This material and the infrmatin cntained herein are prprietary t Cmmunity Care Infrmatin Management and may nt be used, reprduced, stred in electrnic retrieval systems, r disclsed t thers, in any frm r by any means, except as specifically permitted in writing by creatr f the dcument. The recipient f this infrmatin, by its retentin and use, agrees t prtect it frm any lss, theft r cmprmise. Please cntact the Creatr f this dcument if yu wish t share this dcument with rganizatins utside f Cmmunity Care Infrmatin Management.

2 Revisin Histry Date Dcument Versin Number Descriptin 2010/04/ Initial Draft Ether Adnan 2010/05/ Updated Appendix D, the screen sht fr Staff Wrklad was changed since in versin 1.0, tw f the rws in the sample reprt screen sht shwed the user was nt an OCAN lead but in the Reasn fr Assessment clumn it shwed as Reassessment. This is incrrect, since the business rule states that if a staff is nt an OCAN lead, he/she can nly d Review r Re-key Added t page 19 t give the vendr flexibility t better meet the needs f the HSP when implementing Shared Assessment Ether Adnan Authr Jennifer Zsky via Susan Maclean Page 2 f 29

3 Table f Cntents 1 Purpse and Objective Assumptin Specificatin Overview Parameters Specificatins Individual Need Rating Over Time Needs ver Time (Cnsumer and Staff) Summary f Actins and Cmments Wrklad /View Appendix Appendix A Appendix B Appendix C Appendix D Appendix E Page 3 f 29

4 1 Purpse and Objective The purpse f this dcument is t prvide a descriptin f the functinal apprach t be used fr building Direct Line Wrker s. These reprts will be generated by the users f the rganizatins wh cnduct the OCAN with their individual Cnsumers. Mst f the reprts display infrmatin fr an individual Cnsumer that is assigned t the Staff instead f a grup f Cnsumers. Users f the system will be able t see all the infrmatin that they require depending n the parameters they chse fr a specific reprt. Mre infrmatin fr each reprt and its parameters are prvided in their respective sectins. Page 4 f 29

5 2 Assumptin The design and the intent f each reprt have gne thrugh a rigrus prcess and have been reviewed by the different rganizatins as well as the researchers wh develped the tlkit frm which OCAN was derived. Their feedback was essential in making sure the right infrmatin is being displayed in each reprt and the design f each reprt is user friendly. The final prduct delivered in the autmated slutin shuld resemble the lk and feel f the reprt in the mck ups. Page 5 f 29

6 3 Specificatin Overview This sectin defines the attribute categries f all the reprts. Once the applicatin has been further defined and detailed design has begun, the business may discver new reprting requirements. The fllwing attribute categries will be specified fr each : Name: A unique name fr each reprt as agreed by the business users. The reprt name will be displayed at the tp f every page f the reprt. Descriptin: A brief descriptin f the reprt including its purpse and use. The purpse f the reprt as defined in the mck ups shuld als be displayed n the first page f each reprt. Filter Parameters: A list f user-defined reprt parameters which includes the parameter names and its assciated values will be requested when a user selects a reprt t generate. Mre infrmatin abut the parameters is in Sectin 4 Parameters. Layut: This sectin prvides an verview f the reprt cntent and guidelines f what infrmatin is t be displayed within the reprt. Frmat: A list f recmmendatins t ptimize the lk and feel f the reprt Display Fields: A list f all the fields that will be displayed n the reprt. Page 6 f 29

7 4 Parameters The mck up design belw shws the ptins that the users shuld see when generating reprts fr their Cnsumers. When the users are ready t generate the reprt, the fllwing parameters shuld be available t them t chse frm. Details f each reprt parameter are defined in the reprt specificatin sectin f this dcument. The cpy f the reprt parameters flwchart can als be fund in Sectin 6.5 Appendix E. Page 7 f 29

8 5 Specificatins 5.1 Individual Need Rating Over Time Title Mck Up Descriptin Individual Need Rating Over Time Please refer t Sectin 6.1 Appendix A I. The purpse f this reprt is t shw change ver time in a specific Need Rating fr an individual Cnsumer. It adds up the number f needs acrss all Dmains by Need Rating (e.g. Unmet Needs, Met Needs, N Needs, and Unknwn) fr all r selected OCANs that were cnducted with the Cnsumer and displays the results in an individual need rating line graph. Each line graph that is displayed cmpares the Cnsumer and the Staff's perspective. The Staff may share this reprt with their Cnsumer as well. II. Since this reprt cmpares the need rating f a cnsumer ver a perid ff time frm the cnsumer and staff perspective, the assumptin is this reprt wuld be mre effective if the cnsumer had a Staff and crrespnding Cnsumer OCAN and in additin if there was at least tw r mre OCANs cnducted with the cnsumer ver a perid f time. Parameter I. The User selects t generate the Individual Needs ver Time reprt. II. The User selects frm a list f OCANs that were cnducted with the Cnsumer. A. The first OCAN displayed shuld be the first OCAN that was cnducted with the Cnsumer at the Organizatin that is generating the reprt. This culd either be an Initial OCAN if the Cnsumer was new t the Mental Health System when he/she entered the Organizatin r it culd be Reassessment if the Cnsumer has been part f the Mental Health System prir t cming t the Organizatin. B. The latest OCAN shuld be listed as the Current OCAN. C. The last OCAN (OCAN cnducted prir t the mst current OCAN) shuld be listed as the Previus OCAN. D. All OCANs cnducted between the previus and first OCAN (if any) shuld just be named accrding t the OCAN that was cnducted with the Organizatin and be numbered chrnlgically. E. All OCANs listed in this parameter shuld have a date next t it. Page 8 f 29

9 III. If there is nly ne OCAN cmpleted t date fr a cnsumer, the reprt can still be generated albeit it wnt have much value t the end user since the graph wuld nly display 2 crdinates (ne fr Staff and ne fr Cnsumer). IV. The User selects frm a list the specific (r all) Need Ratings t be included in the reprt. V. The System generates the Individual Needs ver Time. VI. The afrementined is als illustrated in a flwchart in Sectin 4 f this dcument. Layut It is recmmended that the reprt layut is t be displayed in landscape rientatin The reprt cnsists f a Header, Main Bdy and a Fter sectin, belw is breakdwn f the requirement fr each sectin I. Header: A. Title: Name f the reprt B. Purpse f : The reprt will display what the purpse f the reprt is at the very tp which is identified in the reprt mck up. C. Cnsumer Name & Staff: The reprt will display the names f the Cnsumer and the Staff n the left and the date f when the reprt was ran by the Staff n the right. D. Date: Date the reprt was generated n II. Main Bdy: A. The reprt will display the number f needs fr a particular need rating in a line graph. B. The reprt will display ne r up t 4 line graphs in the reprt depending n the hw many need ratings the user wants t see. C. Each need rating will be displayed in an individual line graph and will nt be cnslidated int ne line graph. D. Each line graph n the reprt will shw the number f need ratings fr each Assessment given by bth the Cnsumer and Staff. E. The OCANs will be listed n the x-axis and will list the OCAN that was cnducted first by the Organizatin ging frm left t the mst Current OCAN n the right. F. A date will be displayed under each Assessment t shw when it was cnducted. Page 9 f 29

10 III. Fter: <Blank> G. The number f needs fr a particular need rating will be listed n the y-axis. H. A legend is prvided fr each line graph which dentes whether the line represents Staff r the Cnsumer OCAN data Frmat Display Fields I. Fr the line graph clurs, we recmmend yu select clurs which can be easily be distinguished if the reprt is printed black and white. Purpse f, Cnsumer Name, Staff Name, Date, # f needs (based n each need type), OCAN Title, OCAN Date, Legend Page 10 f 29

11 5.2 Needs ver Time (Cnsumer and Staff) Title Mck Up Descriptin Needs ver Time (Cnsumer and Staff) Please refer t Sectin 6.2 Appendix B I. This reprt can be used by the Staff t shw the changes in Needs ver Time frm the Cnsumer's and Staff's perspective by cmparing Need Ratings frm previus OCAN Assessments that have been selected. This reprt will shw the prgress that has been made ver time and identify the strengths as well as areas that need further fcus. Any changes that have been made in the Need Rating fr each Dmain frm the previus OCANs will be marked by a checkbx. The Staff may share this reprt with their Cnsumer as well. II. Since this reprt cmpares the need rating f a cnsumer ver a perid f time frm the cnsumer and staff perspective, the assumptin is that this reprt wuld be mre effective if the cnsumer had a Staff and crrespnding Cnsumer OCAN and als if there was at least tw r mre OCANs cnducted with the cnsumer ver a perid f time. Parameter Filter I. The User selects t generate the Needs ver Time reprt. II. The User selects frm a list f OCANs that were cnducted with the Cnsumer. A. The first OCAN displayed shuld be the first OCAN that was cnducted with the Cnsumer at the Organizatin that is generating the reprt. This culd either be an Initial OCAN if the Cnsumer was new t the Mental Health System when he/she entered the Organizatin r it culd be Reassessment if the Cnsumer has been part f the Mental Health System prir t cming t the Organizatin. B. The latest OCAN shuld be listed as the Current OCAN. C. The last OCAN (OCAN cnducted prir t the mst current OCAN) shuld be listed as the Previus OCAN. D. All OCANs cnducted between the previus and first OCAN (if any) shuld just be named accrding t the OCAN that was cnducted with the Organizatin and be numbered chrnlgically. E. All OCANs listed in this parameter shuld have a date next t it. III. The User selects the specific (r all) Dmains in the OCAN t be included as part f the reprt. Page 11 f 29

12 IV. The System generates the Needs ver Time. The afrementined is als illustrated in a flwchart in Sectin 4 f this dcument. Layut The reprt cnsists f a Header, Main Bdy and a Fter sectin; belw is breakdwn f the requirement fr each sectin I. Header: II. Main Bdy: A. Title: Name f the reprt B. Purpse f : The reprt will display at the very tp what the purpse f the reprt is as identified in the reprt mck up. C. Cnsumer Name & Staff: The reprt will display the names f the Cnsumer and the Staff n the left and the date f when the reprt was run by the Staff n the right. D. Date: Date the reprt was generated. A. Fr each OCAN the Cnsumer need rating data is psitined t the left clumn and Staff need rating will be t the right. B. This sectin f the reprt is cmpsed f three sub sectins (tables): 1) Summary f Needs 2) Breakdwn f the Summary f Needs 3) Stacked Bar graph f the need ver time C. Summary f Needs : The reprt will display a summary f the ttal number f the selected Dmains in each Need Rating categry fr each OCAN included in the reprt fr bth the Staff and Cnsumer, descending in the fllwing rder: Unmet Needs, then Met Needs, then N Needs and finally Unknwn Fr each OCAN selected, prvide the apprpriate OCAN title (fr e.g. Current OCAN, Previus OCAN) A date will be displayed under each OCAN t shw when it was cnducted. D. Breakdwn f Summary f Needs: This sectin f the reprt will display all the need ratings fr the dmains fr the selected OCANs. The dmains listed in the reprt will be based n the dmains selected in the reprt parameter step by Page 12 f 29

13 the user. Fr each OCAN selected, the relevant OCAN title (fr e.g. Current OCAN, Previus OCAN) shall be displayed. A date will be displayed under each OCAN t shw when it was cnducted. The rder f the dmains will be based n the gruping fr the need rating f the mst Current OCAN in the fllwing descending rder: Unmet Need, then Met Need, then N Need and finally Unknwn. If the need rating f a particular dmain fr Cnsumer and Staff are the same in the Current OCAN, that is cnsidered as an agreement. Agreement in Dmains shuld be listed abve ther dmains within the particular need rating grup. Fr e.g. if the Cnsumer and Staff agree that Physical Health is an Unmet Need, then it will be displayed first since there is agreement between the Cnsumer and Staff. All the ther agreed unmet need dmains shall be listed fllwed by met need agreed dmains and then met needs disagreement s n and s frth. If there is disagreement -- fr e.g. the Cnsumer identifies that the Self Care Dmain is an Unmet Need and the Staff identifies Self Care as a Met Need - -- then the higher rating will be taken int accunt, which is Unmet Need, and will be displayed after all dmains where there was an agreement fr Unmet need. The gruping will then cntinue listing agreements between Cnsumer and Staff in Met Needs and s n until all Dmains and their Need Ratings are listed fr the Current OCAN. Therefre, as mentined abve, the gruping will descend in the fllwing rder by agreement between the Cnsumer and Staff nly fr the mst current OCAN included in the reprt: Unmet Need, then Met Need, then N Need and finally Unknwn. The ther selected OCANs need values f the dmains shuld fllw the same rder as the mst Current OCAN. Every time Unmet Need is listed fr a particular Dmain, it shuld be displayed in red and bld text. If there is a change in need rating frm the previus OCAN when displaying the dmain details table, a check mark will be displayed t dente the change in the Change clumn. Page 13 f 29

14 E. Stacked bar graph fr Needs ver time: The reprt will display a stacked up bar graph fr bth the Cnsumer and Staff fr each OCAN included in the reprt. III. Fter: <Blank> The Unmet Needs will be listed at the tp f the bar fllwed by Met Needs, N Needs and Unknwn. The Unmet Needs will be listed at the tp f the bar fllwed by Met Needs, N Needs and Unknwn. Each bar graph will be divided by the different need ratings fr their specific OCAN and the value f each bar graph shuld always equal 24 which represent the number f dmains. The value f each need rating is t be displayed within their specific bar graph fr each OCAN. The graph will separate the OCANs by thick black lines. The legend f the bar graph shuld be listed at the bttm f the graph. The y-axis n the graph shuld display a maximum value f 24 and shuld be labelled # f Dmains. The x-axis n the graph will list each OCAN included in the reprt and will be displayed under the Cnsumer and Staff clumns fr each OCAN. The x-axis will be labelled Assessments. The name f the reprt shuld be displayed at the tp f the bar graph. Frmat I. It is recmmended that the reprt layut is t be displayed in landscape rientatin II. The Cnsumer and Staff clumns where the need ratings are displayed fr each dmain shuld be different clrs and cnsistent fr the Cnsumer and Staff. It will shw which dmains are Unmet Need, Met Need, N Need and Unknwn by bth the Cnsumer and Staff III. We recmmend yu select clurs which can easily be distinguished if the reprt is printed black and white. IV. The OCANs are t be separated frm each ther by thick black lines. Display Fields Purpse f, Cnsumer Name, Staff Name, Date, Summary f Needs, OCAN Title, OCAN Date, Need Ratings f Dmains fr Cnsumer and Staff, Change. Page 14 f 29

15 5.3 Summary f Actins and Cmments Title Mck Up Descriptin Summary f Actins and Cmments Please refer t Sectin 6.3 Appendix C I. This reprt displays a summary f Actins and Cmments (bth fr the Cnsumer and Staff) that were recrded in the selected OCANS fr an individual Cnsumer. The reprt lists all the Actins and Cmments assciated t OCANs and Dmains that were chsen by the Staff t be displayed. The Actins als list wh is respnsible fr the Actin and the Review Date fr the Actin. The Dmains are categrized by need rating within the Current OCAN as well as displaying the need ratings frm previus OCANs. In the case f different need ratings by the Cnsumer and Mental Health Wrker, the higher need rating determines the categry. The need ratings frm highest t lwest are Unmet Needs, Met Needs, N Needs and Unknwn. The need rating given by the Cnsumer and the Staff are als displayed next t the Cmments fr each OCAN. This infrmatin can be passed alng t ther rganizatins if requested. II. Since this reprt encmpasses Actins and Cmments frm the Full OCAN r Cre+ Self OCAN type ver a perid ff time frm the cnsumer and staff perspective, the assumptin is this reprt wuld be mre effective if the cnsumer had a Staff and crrespnding Cnsumer OCAN r at least the Cnsumer OCAN and in additin if there was at least tw r mre OCANs cnducted with the cnsumer ver a perid f time. Parameter Filter I. The User selects t generate the Summary f Actins and Cmments reprt. II. The User selects frm a list f OCANs that were cnducted with the Cnsumer. A. The first OCAN displayed shuld be the first OCAN that was cnducted with the Cnsumer at the Organizatin that is generating the reprt. This culd either be an Initial OCAN if the Cnsumer was new t the Mental Health System when he/she entered the Organizatin r it culd be Reassessment if the Cnsumer has been part f the Mental Health System prir t cming t the Organizatin. B. The latest OCAN shuld be listed as the Current OCAN. Page 15 f 29

16 C. The last OCAN (OCAN cnducted prir t the mst current OCAN) shuld be listed as the Previus OCAN. D. All OCANs cnducted between the previus and first OCAN (if any) shuld just be named accrding t the OCAN that was cnducted with the Organizatin and be numbered chrnlgically. E. All OCANs listed in this parameter shuld have a date next t it. III. The User selects the specific (r all) Dmains in the OCAN t be included as part f the reprt. IV. The User selects t include r exclude Cmments frm the reprt. V. The System generates the Summary f Actins and Cmments. VI. The afrementined is als illustrated in a flwchart in Sectin 4 f this dcument. Layut The reprt cnsists f a Header, Main Bdy and a Fter sectin. Belw is breakdwn f the requirement fr each sectin I. Header: A. Title: Name f the reprt B. Purpse f : The reprt will display at the very tp the purpse f the reprt as identified in the reprt mck up. C. Cnsumer Name & Staff: The reprt will display the names f the Cnsumer and the Staff n the left and the date f when the reprt was ran by the Staff n the right. D. Date: Date the reprt was generated n II. Main Bdy: A. This sectin f the reprt is cmpsed f fur sub sectins (tables): 1) Unmet Needs 2) Met Needs 3) N Needs 4) Unknwn B. Within each need rating categry table, certain dmains will be listed with crrespnding Actins and Cmments C. The Dmains are categrized based n the need rating within the mst Current OCAN as well as displaying the need ratings frm Previus OCANs D. The Need Rating fr the previus OCANs will nt matter and will fall under the Current OCAN Need Rating as a histry in descending rder. E. When gruping current OCAN by Need Rating, the higher need rating given by either the Staff r the Cnsumer will be taken int Accunt. Fr e.g., fr the Page 16 f 29

17 Accmmdatins the Staff rates the Dmain as an Unmet Need and the Cnsumer rates it as a Met Need, then the Accmmdatin Dmain will fall under the Unmet Need gruping since Unmet Need is a higher rating. F. In the case f different need ratings by the Cnsumer and Mental Health Wrker, the higher need rating determines the categry G. The Actins and Cmments will be gruped by Dmain first and then by Need Rating. H. Unmet Needs shuld be listed first fllwed by Met Needs, N Needs and Unknwn I. If there are n Actins and Cmments fr the Dmains selected by the user, they will nt shw up n the reprt. J. The Cmments will be listed fr bth the Cnsumer and Staff alng with the Need Rating given by bth the Cnsumer and Staff. K. By Whm and Review Date will be listed under each Actin t determine wh is respnsible fr the Actin and the Review Date f the Actin is. Bth f these fields are available n the OCAN at the end f each Dmain sectin L. Each OCAN that is part f the will have the OCAN Date next t it. III. Fter: <Blank> Frmat Display Fields I. It is recmmended that the reprt layut is t be displayed in landscape rientatin II. We recmmend yu select clurs which can be easily be distinguished if the reprt is printed black and white. Purpse f, Cnsumer Name, Staff Name, Date, OCAN Date, Need Ratings, Actins, By Whm, Review Date, Cnsumer Cmments, Need Ratings f Dmains fr Cnsumer and Staff Page 17 f 29

18 5.4 Wrklad /View /View Title /View Mck Up /View Descriptin Staff Wrklad Please refer t Sectin 6.4 Appendix D I. This can either be a view r reprt depending n hw the specific vendr wuld like t the fllwing reprt/view lists the details f all the OCANs that are part f the Staff wrklad. II. It is up t the discretin f the sftware vendr and the rganizatin n whether t have this as a reprt r a view within the applicatin. III. Additinal functinalities that are nt part f the cre requirement f this reprt/view can be added t the view t imprve the user experience, such as: Srting the reprt data in a certain rder, parameters in rder t filter and display certain OCAN infrmatin, dynamic hyperlinks in the view table and mdifying the reprt t meet the needs f HSPs implementing a Shared Assessment apprach. Parameter Filter /View Layut <Blank> It is recmmended that the reprt layut is t be displayed in landscape rientatin The reprt cnsists f a Header, Main Bdy and a Fter sectin, belw is breakdwn f the requirement fr each sectin I. Header: A. Title: Name f the reprt II. Main Bdy: This sectin f the reprt prvides within a table frmat the list f cnsumers and their crrespnding OCANs that the staffs have been assigned t. In rder t generate this infrmatin a number f guidelines needs t be taken int accunt: A. When a new OCAN is created by the user using their lgin infrmatin, the OCAN will shw up in this view/reprt. B. Once the Staff has cmpleted the OCAN, the OCAN recrd will be marked as Page 18 f 29

19 cmpleted. C. Users shuld have the capability f filtering the view by all clumns if implemented as a view within the specific system. D. The user will have the ability t assign the OCANs that are part f their wrklad t ther wrkers within the rganizatin by changing the value in the Wrker field. The Cnsumer that is part f the OCAN that is being assigned a new wrker will becme part f the new wrker s wrklad as well and all past and future OCANs fr the Cnsumer will shw up n the new wrker s wrklad list. Additinal functinalities may be applied s that the user can have the ability t mdify the wrklad reprt whether the OCANs are being cmpleted within yur rganizatin r utside f the rganizatin. Such functinality must NOT alter the OCAN tl and any element data in cmpleted OCANs. Fr example, the HSP may want the cnsumer t cme ff the wrker s wrklad reprts if they are n lnger the OCAN lead r they may want t keep it n the wrker s wrklad reprt identifying the wrker as the cntributing prvider. OCAN at Discharge E. If the date at Discharge is less than 3 calendar mnths frm the current date, then the Cnsumer and their crrespnding OCANs will remain part f the Staff s Wrklad. F. If the Cnsumer has been discharged frm the OCAN fr mre than 3 calendar mnths, the Cnsumer and their crrespnding OCANs will n lnger be part f the Staff s Wrklad. Descriptin f the Clumns Belw is the descriptin f each clumn that will be listed in the reprt. Clumn Name Assessment ID Cnsumer ID Last Name First Name Status Start Date *NEW* Descriptin This is the unique ID fr each individual OCAN that is given by the system. This is the unique ID fr each individual Cnsumer that is given by the system. Last Name f the Cnsumer fr which the OCAN is being cnducted. First Name f the Cnsumer fr which the OCAN is being cnducted. This is the Status f the OCAN. There will be tw different statuses: In Prgress: OCANs which are pen and being wrked n. Cmpleted: OCANs which have been marked as cmplete. The start date fr OCAN is the start date f the Cnsumer Self- Assessment r Staff Assessment, whichever is started first. This des nt apply t the Cre OCAN since it nly cntains the Staff Page 19 f 29

20 Cmpletin Date *NEW* Reasn fr Assessment *NEW* OCAN lead *NEW* Reassessment Time Frame Wrker prtin The cmpletin date fr OCAN in the system is always the same as the cmpletin date f the Staff Assessment. This field prvides the type f assessment fr the Cnsumer. The infrmatin wuld prvide mre insight int the magnitude f the wrklad fr the staff since Re-key r Review may be less f a wrklad than Initial OCAN. Belw are the pssible values fr this field Initial OCAN,Reassessment,(Prir t) Discharge, Significant Change, Review, Re-key, Other (cnsumer request) This field reveals if the Staff member is the lead fr the assessment OCAN LEAD = Yes: If the Staff member is an OCAN lead then the Staff will be respnsible fr the Reassessment, therefre the Reassessment time frame clumn fr that rw wuld have the expected date fr the reassessment. OCAN LEAD = N: If the Staff member was nt an OCAN lead, then the Staff member is nt respnsible fr cmpleting the Reassessment fr the client; therefre, the OCAN at the 6 mnths time frame clumn fr that rw will be blank fr the reassessment. This is the date range fr when the Reassessment at 6 Mnths shuld be cmpleted fr the OCANs that are currently in Prgress. Like all OCANs, the Reassessment als has a 30 day cmpletin windw. Reassessment time frames will nly be displayed fr OCANs where the Reasn fr OCAN is either Initial OCAN r Reassessment. All ther OCANs will nt be shwn. The start date f the Reassessment will be 6 calendar mnths frm the start date f the Initial OCAN that is In Prgress and end date will be 30 calendar days frm the start date f the Reassessment Time Frame. Once the first Reassessments started by the user, this new Reassessment will becme part f the Staff Wrklad and a new Reassessment time frame will be created fr the recently In Prgress Reassessment OCAN. The timeframe will always fllw a 6 mnth heartbeat frm the start date f the Initial OCAN until discharge. Fr e.g., if the Initial OCAN that is part f the Staff wrk lad has a start date f 1/24/2009, the Reassessment Time Frame will be 07/24/ /22/2009 fr the first Reassessment. Fr the 2 nd Reassessment nce the first Reassessment has been started and becmes part f the Staff Wrklad, the secnd Reassessment Time Frame will be 6 mnths ut frm the first Reassessment Time Frame start date and will be 01/24/ /22/2010. This will cntinue n fr the next Reassessment. This is the Staff Member/Wrker wh is assigned t the OCAN/Cnsumer. Page 20 f 29

21 III. Fter: <Blank> Frmat Display Fields I. We recmmend yu select clurs which can be easily be distinguished if the reprt is printed black and white. Assessment ID, Cnsumer ID, Last Name, First Name, Status, Start Date, Cmpletin Date, Reasn fr Assessment, OCAN Lead, Reassessment Time Frame, Cnsumer Self Assessment Start Date, Cnsumer Self Assessment Cmpletin Date and Wrker.. Page 21 f 29

22 6 Appendix 6.1 Appendix A Screensht sample f the reprt: Page 22 f 29

23 Page 23 f 29

24 6.2 Appendix B Screensht sample f the reprt: Page 24 f 29

25 Page 25 f 29

26 6.3 Appendix C Screensht sample f the reprt:. Page 26 f 29

27 Page 27 f 29

28 6.4 Appendix D Screensht sample f the reprt: Page 28 f 29

29 6.5 Appendix E Page 29 f 29