Service Note

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Reports
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ROLE PRIVILEGES NEEDED: <udl-white>Service Note Report<udl-white>

SERVICE NOTE SECTION | SECTION ITEM | MIN / MAX | FILTER | REPORTS | QUIZ

The Service Note Report allows you to filter sections of a service note for export. Go to

  1. Reports
  2. Service Note Report

Select the drop down <btn>   All Items Checked  ▾ <btn> to the right of Agency to choose your agenc(ies).

Select the drop down <btn>   All      ▾   <btn> to the right of Agency Type and choose the type of agency

SERVICE NOTE SECTION <returntomenu>menu ↑<returntomenu>

Select the drop down <btn>   All      ▾   <btn> to the right of Section. You can view all or choose a specific section of a service note such as "Vital Signs" or multiple sections such as "Vital Signs - Therapy and Vital Signs".

Example

SECTION ITEM <returntomenu>menu ↑<returntomenu>

Once you choose a section, you will be able also to select a specific item for a section or multiple items for that section by selecting the drop down <btn>   All      ▾   <btn> to the right of Item.

Example

Enter date ranges for the service notes that you are wanting to review (Date range is required).

Click <btnw>   Search   <btnw>

MIN / MAX <returntomenu>menu ↑<returntomenu>

You results will appear.  You can also click on <icon-greenplussign>xxx<icon-greenplussign><udl-orange>Min/Max<udl-orange> to see the minimum/maximum ranges within your service notes for integers such as vital signs

Enter "VIT" for “vitals” as your search criteria, which searches all sections that have “VIT” within the section and click <btn>   Continue   <btn>

Your “Service Note Min Max Report” displays on the screen.   You can save the report to your device or print the report.

FILTER <returntomenu>menu ↑<returntomenu>

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Type...

or you can filter by selecting the drop down <btn>   All     ▾   <btn> under  service.

You can also search the comments of the service notes.  

The comments are populated from within the service note on the first page of the service note. Click here to learn more about Navigating the Service Note

REPORTS <returntomenu>menu ↑<returntomenu>

You can run reports as well.  To run a report on your search options, click the drop down and choose the type of report that you want and then "Export".  

Service Note Report <btnw>   PDF     ▾  <btnw> includes:

Service Note Report <btnw>   PDF - Show Signature  ▾  <btnw> includes:

Service Note Report <btnw>   Spreadsheet     ▾  <btnw> includes:

Service Note Report <btnw>   QA/Review and Responses     ▾  <btnw>  includes:

Service Note Report <btnw>   QA/Review and Responses - include incomplete     ▾  <btnw> includes:

Service Note Report <btnw>   QA/Review and Responses - include not reviewed     ▾  <btnw> includes:

Interactive Tutorial