Reports

Attachments in Cases

You can attach any supporting documentation such as social profile, assessments, service plans, support plans, GP plans, advanced care plans, emergency management plans, screening or risk alerts.

Action Plans

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Reports may be generated by any user with a role in the system. Some managers may have report level access only.

Generating Reports

1. Go to Reports in the top menu bar.
2. Select the desired report type by clicking on the circle to the left.
3. Adjust the criteria on the right hand side. Dates can be adjusted to the desired range if the report allows a date range. Services and agencies can be included or excluded from a report if the user has access to more than one agency or service.

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Add Note allows either the sender or receiver of a referral to add a note and trigger a notification email to the other party.

Follow the steps below to add a note to a referral.

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To print ONE section of the referral

1. Click on the section you want from the left hand vertical menu panel.
2. Click Print from the Action Button Bar and select printer as normal.
    

To print the WHOLE referral (recommended)

1. Select the Compressed View tab.
2. Click Print from the Action Button Bar and select printer as normal.