Note: This ‘How To’ Card does not cover Care Plan Reports. Please refer to the ‘View and Print a Resident’s Care Plan’ How To Card or the User Manual for further information.
Generate and Print a Report:
v Select the Reports icon from your Home Page.
v Select the appropriate tab.
v Select the required Report.
v A window will display, allowing you to specify your requirements for the report.
v Tick the Show resident picture checkbox if you wish the report to be generated displaying photos of residents.
v To determine which residents will display in your report, select either Facility, Unit, Sub-Unit, Room, Bed or Resident from the listing on the left side of the window. This will determine the options displayed in the centre field.
v Tick the required checkboxes in the centre field from the list of options displayed.
v Specify which residents will display in the selected report based on admission status. Select the required admission status option from the Show dropdown box.
v Select Show Report Now and the report will display on the page, based on the parmeters selected.
v Select the relevant document icon in the top toolbar of the report to download and save the Quality Statistics Report as a PDF, RTF or Excel document.
v To Print the saved Report, open the saved document and use the print setting in the document tool bar to print the Report.
v To close the Report, select Cancel in the top right corner of the report.
Please see the User Manual for further information on filtering Reports.