The handover sheet gives you a quick way to view and print progress notes for a group or specific resident, giving you fast access to information important to you.
To view the progress notes via the handover sheet, follow these simple steps:
Click Documentation, then under Handover report, click View handover sheet.
On the Select by option, click Residents, then select the most appropriate option.
All residents at the selected facility | If you need to view all residents in a particular home. |
Select by location | If you need to view all residents within a location or unit. |
Select residents | If you need to view one or more specific residents. |
Click the relevant sort by button.
Leave Summary handover sheet clear.
To select a date range, click the required date range button, then use the drop-down list or date picker.
Under Contents, select Progress Notes.
Click Next.
🤓Tip: When viewing the progress notes, you can expand or collapse sections using the up and down arrows.
Print the notes
If you need a paper copy of your notes, you can print them from the viewing page.
Click Print.
Select your printer, then click Print.
Download the notes
If you need to download the notes, you can print them as a PDF file to save on your computer.
Click Print.
On your printer selection list, select Save as PDF, then click Save.
Navigate to the folder to save the notes to, then click Save.