Resident Reports provide communities with quick access to important resident information in a structured, easy-to-review format. These reports are commonly used by care teams, dining staff, administrators, and front desk staff to review resident details, support daily operations, and share information during team meetings.
Reports can typically be viewed on screen, exported to Excel, or printed depending on how staff plan to use the information.
Best Practices for Using Resident Reports
To get the most value from Resident Reports:
- Run reports regularly to ensure information is current and accurate.
- Export reports to Excel when sorting or additional analysis is needed.
- Share relevant reports with appropriate departments (such as dining, nursing, or administration).
- Periodically review resident profiles in ALIS to ensure report data remains accurate.
Access Resident Reports
Find these reports on the Reports page in the Resident Reports section:
Ambulation Details
This report features the Ambulation status column and Ambulation Notes column for each resident.
These details are populated in this report based on completion of the Health Profile section of resident profiles:
Applicant & Resident Checklist
This report can be used to audit Applicant/Resident Checklist completion. It is only useful if your community has the Resident Checklist feature enabled.
Use the Residents/Applicants toggle at the top right corner to filter the report based on move-in status:
Items are marked as Completed in the report based on completion of specific sections in the resident profile:
Assistive/Adaptive Devices
This report features columns for Hearing Aids, Dentures, and Additional Devices, and Device Notes for each resident. Use this report to summarize which residents use which devices.
These details are completed for residents in the Health Profile section of resident profiles:
Classification Changes
This report features columns for Current Classification and any Old or New Classifications and Dates of Change each resident. Use this report if your community tracks resident Classifications and needs to audit changes.
Classifications provides your community with an additional way to categorize or classify residents beyond their Product Type. A common use-case is to distinguish Medicaid vs. Private Pay residents.
Classifications can be set for individual residents in the Basic Information section of their resident profile:
Note: The options of Classifications can be fully customized in your Resident Settings.
Compliance Details
This report provides information about the completion status of Resident Compliance Items. This report helps administrators track which required documents or acknowledgements have been completed and which are still pending.
Exporting Completed Compliance Documents
If you select only one item in the Compliance Item filter and click Refresh, the Print Compliance Documents button becomes available above the table.
This option allows you to download a zipped folder containing all completed documents for that specific compliance item across all residents.
This is the most efficient way to export a single document type for every resident, which is particularly useful for audits or document retention.
Contacts
This report displays all resident contacts and their associated details. This report helps communities verify that the appropriate contacts are documented for each resident.
Excel Export
Exporting this report makes it easier to sort, filter, and analyze contact information across all residents. The export separates contact information into distinct columns, including:
- Phone numbers
- Contact preferences
- Contact notes
For more details about resident contacts, see: Resident Contacts Reference Guide.
Mailing Labels
You can also generate mailing labels for resident contacts using this report.
For instructions, see: How To Create Mailing Labels for Resident Contacts.
E-Signature Activity
This report is is designed for communities that use the ALIS E-Sign feature. (This feature requires an addendum to your ALIS subscription.) This report allows administrators to monitor and audit documents sent for electronic signature.
For more information about the E-Sign feature, see: Compliance Reference Guide, E-Sign Compliance Items, and E-Sign Evaluations and Service Plans.
Health Profile
This report provides a comprehensive view of the information stored in the Health Profile section of each resident's profile. Because it consolidates critical health information, it is one of the most commonly used reports for care teams.
On-Screen View
The on-screen report displays the most prominent Health Profile details, including:
- Primary Diagnosis
- Secondary Diagnosis
- Food Allergies
- Medical Allergies
- Diet
- *If your community has the Structured Diagnoses (ICD-10 codes) enabled, you will also have a Replace Unstructured Diagnoses button available. For more information see: Structured Diagnoses (ICD-10 codes).
Excel Export
Exporting the report to Excel reveals additional columns containing the full set of Health Profile data fields.
Communities often export this report when reviewing health-related information across multiple residents or preparing reports for clinical leadership.
Incident Report
This report provides a consolidated view of all incidents recorded in ALIS during a selected date range.
On-Screen View
By default, the Date Range filter displays the current month, but this can be adjusted as needed.
A Room Number column is available to make it easier to cross-reference incidents with other systems that track events by room, such as third-party fall detection platforms.
Scroll down to the bottom of the page to view a summary section that highlights trends and totals, helping administrators monitor safety events within the community.
Printing
You can print individual incident report PDFs from the on-screen view by utilizing the Print buttons to the right.
Note that Print Report at the top right downloads a PDF overview of all reports within the specified date range.
Excel Export
Exporting the report to Excel provides additional detail, including:
- Tasks related to the incident
- Task notes and documentation
This export is commonly used when reviewing incident records in more detail or preparing reports for leadership.
Insurance Report
This report displays all insurance policies that have been recorded for residents in ALIS.
Insurance can be set for individual residents in the Insurance Information section of their resident profile:
Mealtime Attendance
This report is only available for communities using the Mealtime Attendance feature. Administrators can use this report to quickly audit mealtime attendance across each day of the specified month.
Resident Checklist
This report provides a quick way to determine whether specific fields in resident profiles have been completed.
Each column represents a different piece of resident information, allowing staff to quickly identify missing data.
It is best practice to Export to Excel to see the full profile overview.
Resident Diet Roster
This report provides dining and care staff with a clear overview of residents’ dietary requirements. It can also help ensure residents receive meals that align with their dietary requirements and restrictions.
The report includes dietary information documented in the Health Profile section of each resident profile, including:
- Food Allergies
- Diet
- Alcohol Use
Print for Dining Staff
Sort the report order by Resident or Room # and click Print to generate a document that includes resident photos, making it easier for dining staff to quickly identify residents during meal preparation and service.
Many communities print this report daily and keep it in the kitchen or dining service area for quick reference.
Resident Evaluation Completion
This report displays the status of the most recently completed evaluation for each resident, along with related care planning details.
Verifying Evaluation Completion
To confirm a resident is up to date, verify that:
- Status displays Completed
- Care Level displays a valid care level
- Care Plan Status displays Active
For more information, see: How to Complete an Evaluation.
Resident Leaves
The Resident Leaves Report displays all instances where residents have been marked On Leave during a selected date range.
Communities may use this report to:
- Track temporary resident absences
- Confirm leave records for administrative purposes
- Monitor patterns of resident leave activity more information about On Leave statuses
For more information on how to set this status, see: How to Set a Resident "On Leave".
Resident Roster
This report provides a comprehensive overview of resident demographic, occupancy, and contact information that populate based on various sections of each resident profile.
On-Screen View
The on-screen report displays key details for each resident, including sections related to:
- Occupancy
- Contacts
- Dietary information
Excel Export
Exporting the report to Excel reveals more than 40 columns of resident data, including the Financial Move-In Date, making it useful for administrative analysis and reporting.
Note: For a simpler list of residents with only basic information, go to the All Residents page and click Print Resident List.
Service Plan Needs Audit
This report provides an overview of residents’ Service Plan Needs alongside their active recurring charges.
This report helps communities reconcile:
- Services documented in resident Service Plans
- Services being billed to residents
Excel Export
Exporting the report to Excel allows you to sort by Need name or frequency, making it easier to analyze the services being provided across residents.
Vital Sign Details
Thhis report allows staff to review all recorded vital sign entries within a selected date range. This report is helpful when reviewing detailed vital sign documentation across multiple residents.
To print this report, right-click the page and select Print from your browser menu.
For more information about vitals, see: How to record Vitals.
Vital Sign Summary
This report displays records for a single vital sign type for a specific resident.
The report presents the information as:
- A graph showing vital sign trends over time
- A table with the recorded values
Care teams commonly use this report to visualize trends and monitor changes in a resident’s vital signs.
ALIS HQ Reports
The following reports are available on the ALIS HQ page. These reports are visually oriented dashboards designed to provide a high-level view of operational data.
They can be used to review information for:
- A single community
- Multiple communities
- A region or state
- An entire portfolio of buildings
If you do not have access to ALIS HQ or to certain dashboards, contact your Account Manager.
Census, Move-Ins & Move-Outs
This dashboard provides key performance indicators related to resident census and occupancy.
Metrics include:
- Census numbers
- Product Type proportions
- Residents currently On Leave
- Average resident age
- Average length of stay
- Average care level fee
The dashboard also provides detailed information about recent move-ins and move-outs.
Shower Trending and Analysis
This dashboard provides detailed reporting on the completion of a specific care task.
The example dashboard shows shower-related care tasks, but similar dashboards can be created for other tasks such as:
- Laundry
- Meal Assistance
- Other recurring care activities
Information is organized into charts showing:
- Time of day
- Day of the week
- Total number of showers per resident
- Tasks recorded by individual staff members
Communities can use this information to optimize care schedules and staffing coverage.
Risk Management Dashboard
The Risk Management Dashboard provides key indicators related to resident safety and documentation compliance.
Metrics include:
- Incident counts
- Medication documentation compliance
- Assessment completion rates
- Care task documentation
Lower values for these metrics typically indicate better performance and fewer risk events.
Communities can use this dashboard to:
- Monitor safety trends
- Identify documentation gaps
- Set improvement goals for clinical teams
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