How to Print Activity Assessments by Date Range in ElderSuite

📝 Overview

Print by Date Range gathers Activity Assessments recorded during a period into one combined Form ES2500 document. ElderSuite brings together the matching assessments across clients, sorts them by client name, and opens the finished packet in the Report Viewer for printing or saving. You can review a month’s assessments without opening each client’s form separately.

This feature starts from the Activity Assessment List in the Client Center. It prints existing assessments rather than creating new ones. For recording an assessment or working with an individual form, see How to Complete Activity Assessments in ElderSuite.

⚙ How It Works

Open Print by Date Range

The Monthly Activity Assessments button in the Client Center opens the Activity Assessment List. The button’s monthly wording and the printed form’s ES2500 number refer to the same assessment. See the ElderSuite Client Center Overview for the surrounding activities.

The Report Center provides a second route: select Activity Assessment - Form ES2500 in its client reports list, then click View Report at the top of the Report List box or double-click the report. This brings up the same Activity Assessment List. It does not immediately produce the date-range packet. See the ElderSuite Report Center Overview.

On the list, the Activity Assessments tab makes the toolbar Print button available. Printing is disabled on Recurring Activity Assessments and Sign & Sync Documents. The Print menu offers Selected Record for the highlighted assessment, 'Print Later' Records for assessments marked to print later, and Print by Date Range for a period’s assessments.

Print by Date Range opens a separate window over the list. The list waits until that window closes, then refreshes. You do not need to select a client or assessment before opening the date-range window; the dates determine the batch.

Choose the From and To Dates

Both From and To start on today’s date. They include assessments dated on or after the first date and on or before the last date, across clients. The highlighted row on the list does not narrow the printout.

Every client is included, active or inactive. Only recorded assessments from the Activity Assessments tab are printed; recurring setups on the Recurring Activity Assessments tab are never part of the packet.

For one day, use the same date in both fields. For a month, use its first and last day. The span is limited to 31 days; print a longer period as separate batches. Both fields need a date before Preview can build the packet.

If a date is missing, the message is “Please select both start and end dates.” If From is later than To, ElderSuite shows “Start date must be before or equal to end date.” A span beyond the limit produces “Date range cannot exceed 31 days. Please select a smaller date range.” These date checks leave the window open so you can correct the range and preview again.

Preview, Print, or Save the Packet

Preview builds the document rather than sending it straight to a printer. A please-wait indicator appears, and Preview and Cancel are disabled while ElderSuite prepares the batch. Each matching assessment becomes a complete Form ES2500, including its recorded ratings, routine-change answer and comments, recommendations, and assessment date.

The forms are combined alphabetically by client name, not by assessment date. The completed document opens in the Report Viewer inside ElderSuite, and the date-range window closes. Print or save from the viewer; see How to Use the Report Viewer in ElderSuite.

Printing by date range only reads the assessments. Nothing is changed, and no Print Later mark is cleared.

The filled pages are fixed rather than editable form boxes. To leave the date-range window without producing a document, use Cancel. The list becomes available again and refreshes its assessment grid.

When No Records Are Found

If no assessments are found in the span, the message reads “There were no records found for the selected date range.” No packet opens in the Report Viewer. After the message is acknowledged, the date-range window closes. Check the assessment dates on the list, then reopen Print by Date Range with the period you need.

If an error appeared while the records were loading, the no-records message can follow that error even when assessments exist. In that case, try the request again rather than treating the message as confirmation that the period has no assessments.

⚠ This Packet Is Not a Missing-Assessment List

The packet contains assessments already recorded for the period. It does not identify clients missing an assessment. Use it to review or print the existing forms, not as a list of clients who still need one.

💡 Need More Help?

For step-by-step instructions, click Ask Eddie from within ElderSuite.