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Grouped Summary - No Notes

Reporting

Grouped Summary - No Notes

Steps on how to to pull out a summary report of clients with no notes on a long duration or no notes entered at all.

Last updated on 12 Aug, 2024

A Summary report on No Notes provides an overview of the data collected by the Care Workers which helps better understand the current state of the client (how long has it been since the last significant change), determine discrepancies and identify steps necessary in future planning.

From the Eziplan Menu:

Reports - Grouped Summaries

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Once in there, Click  'No Notes'

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Once in there, you will initially see the list of all the clients and rest of the information (date of last note, days since last note). At the bottom is the total number of clients with no notes and no recent activity.

A filtering option is also available if you are looking for a specific client on a specific date and on a specific package.

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Proceed to article Time Compliance to see on how to monitor staff time and attendance and how to pull out a report on Care Workers variances.

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