Step One: Select and from the homepage. The and ‘Reports documents’ ‘Reports page will be displayed. forms’ Step Two: The and page features a tab and a tab. ‘Reports forms’ ‘Reports’ ‘Forms’ The reports tab displays a list of and ‘Recently Requested Reports’ ‘Reports’. The will display client record PDFs or NSAF reports ‘Recently Requested Reports’ that have been generated by the user. The reports available to be generated from the and tab are the ‘Reports forms’ workload management report and Quality Indicators reports, if the facility is participating in Quality Indicators. Step Three: To generate a report, select the name of the report in the list. ‘Reports’ Step Four: Select the Outlet ID, enter a start and end date, and an output type (CVS or PDF), then select If you do not want to generate the report, select ‘Request report’. ‘Cancel’. Viewing reports The steps to view reports are outlined below. Step One: Select and from the homepage. The and ‘Reports documents’ ‘Reports page will be displayed. forms’ Step Two: In the select the report ‘Recently Requested Reports’ list, ‘View’ beside you would like to view. Step Three: Select the action you want to or the complete: ‘Open’, ‘Save’ ‘Cancel’ report.
Step One: Select ‘Reports and documents’ from the homepage. The ‘Reports and forms’ page will be displayed. Step Two: The ‘Reports and forms’ page features a ‘Reports’ tab and a ‘Forms’ tab. The reports tab displays a list of ‘Recently Requested Reports’ and ‘Reports’. The ‘Recently Requested Reports’ will display client record PDFs or NSAF reports that have been generated by the user. The reports available to be generated from the ‘Reports and forms’ tab are the workload management report and Quality Indicators reports, if the facility is participating in Quality Indicators. Step Three: To generate a report, select the name of the report in the ‘Reports’ list. Step Four: Select the Outlet ID, enter a start and end date, and an output type (CVS or PDF), then select ‘Request report’. If you do not want to generate the report, select ‘Cancel’. Viewing reports The steps to view reports are outlined below. Step One: Select ‘Reports and documents’ from the homepage. The ‘Reports and forms’ page will be displayed. Step Two: In the ‘Recently Requested Reports’ list, select ‘View’ beside the report you would like to view. Step Three: Select the action you want to complete: ‘Open’, ‘Save’ or ‘Cancel’ the report.
provider_portal_user_guide_part_two_-_team_leader_and_staff_member.docx