Management reports¶
The Reports menu gathers what a Belgian home hands over to an inspection and reads back to steer the house: the KAPPA documents, the movements, the occupancy of beds and rooms.
Menu: Nursing Home → Reports.
Report |
What it answers |
Who |
|---|---|---|
KAPPA control |
The documents to hand over on the day of a KAPPA control. |
Users of the app |
Movement list |
The printed list of admissions, transfers, exits and absences over a period. |
Users of the app |
Movements |
The same movements, to filter and count. |
Managers |
Occupancy Analysis |
How many days each room and sector was occupied, or empty. |
Managers |
Occupancy by approval |
The residents by Katz category and sector, against the approved beds. |
Managers |
The KAPPA control¶
A KAPPA control is the visit of a local college of the mutualités’ advisory physicians and nurses, who re-assess the Katz scale of a sample of residents and compare it with the home’s. WideCare prepares the documents the home hands over on that day.
Open Nursing Home → Reports → KAPPA control — or Nursing Care → Reports → KAPPA control for the head nurse and the medical manager.
Check the Control date and time (now by default) and, with several houses, the Establishment.
Tick Include the day care centre only if its users must be listed too.
Click Print.
The PDF holds one document per page:
the alphabetical list of the patients, which the college draws from;
the patients present with their dependency category, for the sealed envelope;
the staff under contract or appointed on that day;
a preparation page — an internal document, not to hand over — with, for each resident, the Katz in force, its date, what the mutualité agreed and what was billed, and the changes pending.
Everything is read at the time of the control. The staff list comes out for those who prepare the control: the head nurse, the medical manager, the management and the HR users.
The movements¶
The movement list (print)¶
Nursing Home → Reports → Movement list prints the movements of a period, grouped by type:
Set From and To — last month by default.
Choose the Establishment if needed, and Include the day care centre if its users count.
Click Print.
The movement analysis¶
Nursing Home → Reports → Movements lists the same movements, one line per dated event:
Admission and Readmission;
Internal transfer (with the sector left, From sector);
Definitive exit (with the Departure Reason and the day the room was freed);
Absence departure and Return from absence (with the Absence Type and the destination).
Each line shows the date and time, the resident, the room, the sector and the Katz category in force that day. The filters Admissions, Internal transfers, Definitive exits, Absences and Date narrow the list; the pivot view counts the movements by type and sector, by month if you group by Month.
Occupancy of the rooms¶
Nursing Home → Reports → Occupancy Analysis reads the occupancy from the rooms: every room, every day, whether a stay held its beds.
The pivot table opens on the current year, with one row per sector and, under it, its rooms (the establishment first, with several houses). Four measures:
Measure |
Meaning |
|---|---|
Days in period |
The days of the period up to today, once per bed. |
Days of presence |
The bed-days a stay held. |
Days without presence |
The bed-days no stay held. |
Occupancy rate |
Days of presence over days in period. |
How the days are counted
Everything counts bed-days: a double room counts two a day.
A bed is held from the day its stay is confirmed, and an ended stay still counts for the days it covered.
A hospital stay or a holiday does not free the bed: those days count as presence.
The days to come are not counted: “this year” means the year so far.
The sector shown is the room’s current sector.
Change the Period in the search bar, keep only the Days without presence, or group by Sector, Room, Room Type, Month or Establishment. The list view shows the same figures day by day.
Occupancy by approval¶
Nursing Home → Reports → Occupancy by approval counts the residents by Katz category (rows) and sector (columns), next to the approved beds of each sector. It opens on today.
The filters answer the inspection’s questions: Present, Absent, Hospitalized, Without valid Katz, Katz expiring (30 days), and the beneficiary status — Beneficiaries, Non-beneficiaries (covered), Outside INAMI financing. The list view, grouped by resident, shows each resident’s day, room, stay type, category and absence.
For the quarter’s occupancy against the approved beds and the residents an MRS bed could take, see Occupancy MR / CS / MRS.
The residence certificate¶
On a resident’s record, the Documents tab carries a Residence certificate tile while a stay is in progress. It prints a certificate, signed by the house, stating that the resident lives there and since when.
The management dashboards¶
The Dashboards app has a Rest Home section, each dashboard for the roles it concerns:
Dashboard |
Content |
Who |
|---|---|---|
Residents & Occupancy |
Residents by Katz category and sector, filterable by day. |
Managers |
Movements |
Admissions, transfers, exits and absences. |
Managers |
Days of Presence & Billing |
Stay days against the days billed, by sector and Katz category. |
Management and administrators |
Billing & eFact |
Amounts billed by payer, eFact batches and claims to the mutualités, billing periods, admission pipeline. |
Management and administrators |
Care Quality |
Falls, infections, restraints in force, open clinical follow-ups. |
Head nurse, medical manager, administrators |
Care Quality is also reachable from Nursing Care → Reports → Care Quality. The institutional allowance has its own dashboard — see Simulations and live tracking.