Reporting Dashboard Phase 1 – At-a-Glance Reports & Instant Insights

We’re laying the foundation for a smarter way to track resident care, compliance, and team performance with the new Reporting Dashboard. Designed with flexibility and visibility in mind, this tool helps administrators and clinical leaders access the most critical reports in seconds—and take action.

Key Features

• Central dashboard view with filterable report widgets

• Click into any report count to generate a full, filter-matched report

• View report tables with resident name, wing, date, type, and author

• One-click actions: Print, Download as PDF, or Send via Email/Fax

• HIPAA-compliant PDF delivery with editable recipient fields

How It Works

1. Access the Dashboard from the left-side menu

2. Choose a report filter (type, resident(s), date range)

3. Click [Generate] to populate the results table

4. View or act on the report right away

Why It Matters
Whether it's audit prep, internal reviews, or ongoing care coordination, getting to the right data—fast—improves decisions and ensures compliance across all facility units.