Client Safety Check Reports

1. Navigate to Reports > Clients > Services & Treatments > Progress Notes
2. Enter a From Date and Through Date
3. In the Report Selection field, select “Ordered by Client/Program/Event”
4. In the Parameters fields enter 
5. Parameter “Service” and Value <search for the “Resi 1st Shift Client Safety Check” or any other service you want to see in the report>
6. Parameter “Program” and Value <your program>
7. At the top of the window click the Excel button 

        8. An excel report will be downloaded

        9. Open the Excel file 

        10. Click “Enable Editing”

        11. You will hide all columns except the following: 

                 a. C – full_name

                 b. R – program_name

                 c. Y –serv_date

                 d. Z – serv_time

                 e. AE–event_name

                 f. BA – note_text

                 g. BG –author_name

                 h. CF – general_location

      12. You can feel free to explore the other columns for useful data, but for the purposed of a Client

            Safety Check QA Report, this will give you the information you need.