7.1    Reports Overview

Resident details and clinical data saved within the program populate the Reports. Users assigned the relevant permissions are able to access Reports, create a new List Report or Template and/or edit/customise an existing Report.  Each individual Report is permission based so a user role may have access to only certain Reports. Reports can be generated for residents across the organisation or across a facility(s), unit(s), sub-unit(s), room(s), bed(s) or selected resident(s).  Only residents to whom a user has been assigned resident permissions will display in a report.

 

 

Reports are separated into eleven categories within the module:

·   List Reports

·   Quality Reports

·   Quality Statistics Reports

·   Care Plan Reports

·   Form Reports

·   Templates

·   ACFI Reports (Note: Please refer to the ACFI User Manual for further details on ACFI Reports)

·   HI Service

·   Finance (Note: Please refer to the Finance User Manual if purchased)

·   Medication (Note: Please refer to the Finance User Manual if purchased)

·   Dashboard

 

 

Reports can be viewed on the screen or downloaded and printed in either PDF, RTF, Word and/or Excel/CSV format.  (Note: not all formats may be available for all reports).