When are follow-up reports created?

Follow-up reports are created depending on the following parameters:

• Data for a case changes.
• Update information for a case has been entered by entering follow-up information in the General Information section of the General tab.
• Depending on the configuration set up by the Administrator, the system analyzes the scheduled reports prior to the data changes to see if they are still required.
• If the system determines that they are not required, the report status is marked as Downgrade. New reports are automatically scheduled, if required.
• If the system determines the report is still needed and needs to be updated, one of two functions can take place depending on the configuration done by the Administrator:
  • The system overwrites the report
  • The system schedules a new report in addition to the old report
• If the system has been configured to overwrite the existing report, the report status becomes New Data Available.
• In the Worklist, the status for this report shows New Data Available for this report. When you re-generate the report, you can select whether or not you would like to re-generate the report with the new data.
• If the system is configured to create a Follow-up report, the previous report remains in its current state and a new report is scheduled with the status of Scheduled.
• If a report has been previously submitted, this report is never deleted under any configuration.