Report that can pull approved visit dates and dates of progress note entries by discipline

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6 comments

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    Paulette Wannamaker

    This would be ideal.  We have had issues with on-time documentation for quite a while.  Our chart audits and spot checks are checking some individuals but it is a very time consuming process and really, something that should be monitored on an on-going basis to ensure college and company compliance.  This would be an ideal report to have!

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  • Hi maryann.storey and Paulette Wannamaker, 

    We understand how this would be a practical report to have! We'll be rolling out major improvements to Data Exploration in 2021, and your feedback will be taken back to the team for consideration. 

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    Jan Barton

    We would also appreciate having this report and hope that this ability will be included in the DE improvements.

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    Erin Cunningham

    This would be great - but I also think being able to add the progress notes directly to a visit so they are linked together would be a better solution!

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    Emily Hope

    To improve our quality audit processes on Client records we would also like the ability to pull in progress notes into DE for various clients and for various time periods.  

    I also agree with Erin that the ability to enter the visit on the schedule and a progress note at the same time would save extra clicks and time for the end user - particularily for clinical case noting (i.e. by our social work/case management teams).

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  • Thanks for your suggestions! The improvements to Data Exploration will be rolling out soon. We will keep you updated on the new features as they become available. 

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