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How OCRS works, workflow by workflow

How OCRS works in practice: organization and facility setup, licensed bed configuration, daily census submission, the live bed board, oversight dashboards, state bed extracts, roles and audit history.

Organization & facility setup

An organization is created once, then each licensed facility is added with its jurisdiction, licensed bed count and service type. Facilities can be marked inactive or archived when they stop operating; their history is retained and they are removed from current capacity totals.

  1. 1Create the organization record
  2. 2Add each licensed facility and its jurisdiction
  3. 3Enter the licensed bed count per facility
  4. 4Confirm the reporting schedule for each facility

Users, roles & access

Access is granted by role and scope. State administrators work across a jurisdiction, organization and provider administrators across their own organization, and facility managers and reporters within their assigned facilities. Read-only auditors can review everything in scope without changing it.

  1. 1Invite the user and choose the role
  2. 2Assign the organization or facilities the user may see
  3. 3Complete multi-factor enrollment for administrative roles
  4. 4Review role assignments in the administration console

Daily census submission

Reporters record occupied, available and blocked beds for a reporting date. Submissions are validated against the facility's licensed bed count. A submitted census is permanent; a correction is filed as a new submission for the same date so both remain in the record.

  1. 1Open the facility bed board
  2. 2Record occupied, available and blocked beds
  3. 3Submit for the reporting date
  4. 4File a correction as a new submission if figures change

Live bed board & occupancy

The bed board shows current bed status for a facility, and occupancy dashboards roll the latest valid census up by organization and across the jurisdiction. Dashboards distinguish a reported zero-occupancy day from a day with no report, and flag census figures that have gone stale.

  1. 1Review current facility bed status
  2. 2Compare organization-level occupancy and availability
  3. 3Identify facilities that have not reported for the period
  4. 4Follow up on stale census figures

State bed extracts & reporting

A bed extract can be generated for a reporting period from the census records on file. Once generated, an extract is locked, so the figures behind any decision can be reproduced exactly at a later date.

  1. 1Choose the reporting period
  2. 2Generate the extract
  3. 3Download or review the locked extract
  4. 4Reference the extract record number in correspondence

Security & audit history

Sign-ins, submissions, administrative changes and extract generation are written to an audit trail that cannot be edited or deleted from the application. Record separation between organizations is enforced in the database, so a user can never read another organization's data by changing a URL.

  1. 1Review the audit trail for a facility or user
  2. 2Confirm multi-factor enrollment for administrators
  3. 3Verify role assignments and scope
  4. 4Export audit evidence for a review period

Ready to report in OCRS?

Request access for your organization, or sign in if your account is already active.