Reports have been added in the Report Center to deliver greater insight into agency operations and enable organizations to stay compliant and thoroughly prepare for surveying. The following new reports have been added under the People Reports section.

Reports tab ➜ Report Center ➜ People Reports

Missed Visits by User

Description: Generates a list of missed visits so users can identify common trends that may impact frequency compliance.
Parameters: Branch, Assigned To, Patient, Task Status, Date Range
Report Includes: Branch, Assigned To, User Status, Patient Name, Task, Task Status, Task Date, Reason, Physician Notified (Yes/No), RN Case Manager Notified (Yes/No), Narrative

Visit History by Date Range

Description: Displays visits and tasks for a specified date range, so users can monitor staff activity and performance when assigning new work to employees.
Parameters: Branch, Team, Title, Date Range
Report Includes: Employee Name, Title, Patient Name, Branch, Team, Task, Task Date, Task Status

Updated on 3/05/2020