Progress Notes Report
LiveWeb dashboard
See the notes that went in across your clients for a period, grouped by who they are about.
On the dashboard
See it in action
On the Form Responses report a manager picks the Daily Visit Note template, sets the range to the last fortnight and opens a client's group to see each note's submitter, date and status.
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What it does
- Pick the form template to report on, such as your progress note.
- Measure the range by submitted date, the date on the form or the last updated date.
- Use quick ranges such as last week or the last two weeks.
- Open a client's group to see each note's subject, date and status.
- Leave drafts out, so you only see notes that were actually submitted.
- Who it’s for
- Managers · Coordinators · Auditors
- Works on
- Web dashboard
- Status
- Live
- Included in
- Every plan
Also in Reports & Compliance
- Form CountsSubmission volumes by form, person and period.
- Form Response ExportResponses out as PDF and spreadsheet.
- Medication OverviewEvery client’s medications, summarised.Pro
- Register ComplianceWho is current, expiring and overdue.
- Staff UtilisationShift load per person against the limits you set.
- Facility Jobs ReportOpen and completed site jobs at a glance.