This report will print the notes that staff enter when they complete documentation.  You can run the report by facility, consumer, or employee.

NAVIGATION: REPORTS menu > Daily Document Detail

  1. In the DATE RANGE section, enter the time frame you want to review the documentation.
  2. Select any other options or leave blank to review all documentation for the time frame you selected. Options include:
    1. Case Number
    2. Service Codes
    3. Payor
    4. Employee
  3. In the OPTIONS section, check either option you would like to include on the report:
    1. To run report of all notes, enter the date range and check the box INCLUDE SERVICE DOCUMENTATION.
    2. Nurse Notes
    3. Alternate Format
    4. Specific Form if you only want to see the documentation completed through a specific form, select the form name in this area.
  4. Place a check mark in the NOTIFY box and click the RUN REPORT icon. 
    1. When the report is ready to review, a prompt will appear that says the report is complete. 
    2. Click YES to open the report in a new window.
    3. If you do not click notify, you will need to access the report from your dashboard and it will open in the same window.
  5. If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
    1. The report will display on the screen and the file will be available on your dashboard so you can download/save it to your computer.
  6. Preview, print, or save the report (see Report Preview, Print and Save Options)

11/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388