Case Note Locations Report

Case Note Locations Report

Case Note Locations Report

Writing case notes is a key skill for all support workers in the aged care sector. A thoughtful, factual case note is a great way to document a client's current health condition, need, and progress during treatments. To assist you in curating case notes coming into your client management system, we created a Case Note Location report section which is another area that you can utilize to compare and analyze staff and client regions in your organisation.

There is a heatmap available at the top of the page to give you an overview of all the locations with all available case notes entered in the Casevision system. At the lower part of the page is the list of case notes and their details entered in the system available for your managers to review.

Much like the Client Locations Report, The Case Note Locations report is a Heatmap report; but plots the dots against the Case Notes made by clients rather than the clients themselves.
When a Client's / Staff's case notes are appended, it is listed down and indicated on this report, then their locations are plotted against the Case Notes attached to the Client (or Staff)
Hovering over a dot indicates will display a general information on a Client's Name, Status, & Address on the upper left portion of the map
There is a filter menu above the map that you can utilize in order trim down data being displayed


A table is displayed below the map to see a detailed list based on the fetched & filtered data indicated



For more Client Management Reports, view this article


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