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Report and monitor progress and outcomes

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This guide will provide a high-level introduction to building reports and dashboards.

  • Get started with reports
  • Working with reports
  • View existing reports
  • Share access to a report
  • Introduction to the SD Summary Report
  • Monitor category overclaim progress on a service agreement
  • Add a case note for an aged care client
  • Add a custom case note template for aged care clients
  • Report an incident for an aged care client
  • Manage an incident and the improvement process
  • Add an AWACCS assessment for an aged care client
  • Customise Existing Reports
  • Working with Dashboards
  • Share access to a dashboard
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