Case Notes by Types Report
Case Notes by Types Report
Your support workers create hundreds of case notes every day. And the content of each case note is vital for your client's overall health, well-being, and other important details that will help them improve their quality of life. It can be a suggestion from a doctor, informational support from a worker, or just updates about the client. With this report section, managers can easily track case notes by type and gather data from them.
Quickly review the type of case notes and their content entered in the CareVision system daily, weekly, and monthly. An example of Case Note Types is physical therapy updates, falls recorded from a client, or conversations that are essential for reporting with other support workers.
The Case Notes by Types report is both a statistical and a historical report in the form of a line graph that displays case notes across a certain period of time.
This report displays a history of Case Note Types being generated by users throughout the system, with each case note generated having a date appended to it.
A "Search Case Notes" date period input may be utilized to search through case notes that need to be reported accordingly
A filter menu can be seen once you click the Filter Icon button
Whatever filter & date period you indicate will also determine all data to be displayed in this report, these include the Line Graph, the Pie Graph, and the Table at the bottom
On the Line Graph, the Y-Axis represents the number of Case Notes that were generated depending on its Type; while the X-Axis represents the date the Case Note of its particular type was generated
A Pie Graph Can be seen below the Line Graph to view a more summarized data based on the number of Case Notes
The pie's data is reflected by the case notes indicated on the "Search Case Notes" date period input & the filters you placed, so please be mindful
Click on the slice of a the pie Graph to view a list of Case Notes relating to the Case Note Type
A Table can be seen at the bottom of the report in order to view a more detailed list of items that relate to the Case Notes being displayed on both the Pie Graph and on the Line Graph
For more Client Management Reports, view this article
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