Report catalog user guide

MeridiaCare AI includes a full report library with hundreds of operational, clinical, and billing reports. This guide explains how to find the right report, set parameters, and export results — without needing to know internal report IDs.

Opening the report library

1. Sign in to the staff app
2. Navigate to Reports → Report library
3. Browse by category or use the search box at the top

The library organizes reports into 77 end-user categories (Residex-equivalent groupings) plus MVP report groups for common workflows.

Searching for reports

Type in the search box to filter by report name and description. Examples:

• `census` — occupancy and resident lists
• `MAR` — medication administration records
• `billing` — invoices, aging, and revenue reports
• `staff` — scheduling and labor reports

Search runs server-side, so results stay fast even with 400+ catalog entries.

Domain filter

Use the domain filter to narrow results by functional area:

| Domain | Examples | |--------|----------| | Clinical | Assessments, care plans, incidents | | Billing | Invoices, AR, payer remittance | | Census | Occupancy, move-in/out, unit lists | | Staff | Schedules, hours, assignments |

Domain filters combine with text search — e.g., search `aging` with domain billing.

Running a report

1. Click a report name to open the Run page
2. Set parameters (date range, community, resident, payer — varies by report)
3. Choose an output format
4. Click Run and download when ready

Output formats

| Format | Best for | |--------|----------| | PDF | Printing and sharing with leadership | | CSV | Excel analysis and pivot tables | | XLSX | Formatted spreadsheets | | DOCX | Editable documents | | TXT | Plain-text exports for legacy systems |

Note: Some legacy vendor reports return column headers with an explanatory row when no campus data matches your parameters. This is expected behavior — adjust date ranges or filters and re-run.

Date range defaults

Many reports auto-fill date ranges from their titles (e.g., "Last 30 days"). Review parameters before running — especially for month-end census and billing close.

Categories at a glance

Reports are grouped under `cat_*` categories in the library UI. Common starting points:

• Census & occupancy — daily census, bed hold, unit rosters
• Clinical — assessments due, care plan reviews, incident logs
• Medications — eMAR summaries, pharmacy orders
• Billing & AR — invoice registers, aging, payer summaries
• Staff & scheduling — hours by shift, open shifts, labor cost

Your role determines which reports appear prominently; administrators see the full catalog.

Profile-scoped reports

Some reports respect your campus access and role permissions. If a report returns no data, confirm you have selected the correct campus and that your account has access to the relevant module.

Tips for month-end

1. Run census reports first to validate occupancy
2. Reconcile billing reports against invoice totals
3. Export GL-related reports for accounting handoff
4. Archive PDF copies for compliance retention

Troubleshooting

| Issue | What to try | |-------|-------------| | Empty results | Widen date range; confirm campus selector | | Report not listed | Clear filters; search by keyword | | Slow generation | Large date ranges take longer — narrow the period | | Unexpected columns | Legacy Residex-format reports use standardized column headers |

Related guides

• Billing setup guide — configure data that feeds billing reports
• Nurse clinical workflows — assessments and care plans
• Administrator platform overview — multi-campus reporting

API access (advanced)

Integrations and custom dashboards can query the catalog programmatically:

• `GET /api/v1/reports/catalog` — full library
• `GET /api/v1/reports/catalog?q=census` — search
• `GET /api/v1/reports/catalog?domain=billing` — domain filter
• `POST /api/v1/reports/runs` — enqueue a run (supports `format: "txt"`)

See the Public API documentation for authentication requirements.