Access Point of Care

Export resident documents

Guide on report mapping for management reporting

Report mapping for Management Reporting

Guide for resident chart data to be export and downloaded

Export and download resident chart data to CSV

Guide on how to view the resident weight change list

Resident weight change list report

Guide to troubleshooting for reports loading slow

Reports loading slowly

Guide on fall and fall with injury report.

Details on fall and fall with injury report

The Bowel is not open for 72-hour report

Fluid report

Guide to using the dashboard configuration feature

Report dashboard

Clinical Reports

Unable to pull a report

Check fluid intake in Reporting

User login report

Guide to print fluid intake volumes in management reporting

Unable to print fluid intake volumes in management reporting

Guide to run a report for resident indicators.

Report for resident indicators

Report for the whole company instead of per home

Katie Airey

Reports & Exports

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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