Reporting on Client Care Management

Reporting on Client Care Management

Reporting on Client Management

As part of delivering better care for your clients, it is vital to go know them by reading and analyzing client information to continuously improve quality care in your facility. In a sector rich in data, providers need to adopt advancing technologies that will help them improve admin processes and operation workflows. One way to achieve this is to make use of your organization's data.

With Carevision's reporting feature, your teams will have the ability to seamlessly bring important client information to the forefront, manage client data that you can easily share with key stakeholders, and create client-centric workflows.

Reporting on anything related to Client & Client Management requires access to the New Carevision Management Portal.
These reports relating to the client, client locations, bookings, services, case notes, etc. are accessible by:
  1. Logging into the New Carevision Management Portal
  2. Under the Reports Tab; select the Client Management Tab
  3. You can change the Client Management Report you want to view by selecting it on the upper portion of the main content view

  1. As of writing, the reports indicated below will be adjusted/added over time
  2. Updates to the portal are to be added in the future


Client Management Reports Pages

To assist you in organizing and managing your client data, the client management page has page sections that you can utilize for all client-related data.
As of writing, there are currently 4 Client Management Report Pages you may access on the Carevision Management Portal:
  1. Booked Services Report
  2. Case Notes by Types Report
  3. Heatmap Type Reports
    1. Client Locations Report
    2. Case Note Locations Report

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