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History Tab Overview

Learn how to review previously sent reports, confirm engagement, and access documentation records.

Summary

The History tab provides a complete record of reports that have been created and sent. You can search for specific reports, filter results, review engagement status, and access confirmation logs that document opens, video views, and signatures.

Main Points

Accessing the History Tab

To access report history:

  1. Click the Communication dropdown in the left navigation.

  2. Select History.

This page displays all previously created and sent reports.

Searching and Filtering

At the top of the page, you can:

  • Search for specific reports.

  • Use filters to narrow results based on available criteria.

These tools help you quickly locate the report you need.

Report List View

Each row displays:

  • Resident name

  • Recipient the report was prepared for

  • Report type

  • Prepared by

  • Date created

  • Date sent

You can also view the Status, which may include:

  • Sent

  • Viewed

  • E-sign complete

  • E-sign pending

This allows you to quickly assess engagement and signature completion.

Viewing Logs

Click the three dots on the right side of a report to access additional options.

Select View Logs to see confirmation details, including:

  • Confirmation that the report was sent

  • Confirmation that the report was opened

  • Confirmation that at least one second of a video was viewed

These confirmations are documented and uploaded back into PointClickCare.

Viewing the Communication

From the same menu, you can select View Communication.

This allows you to:

  • Review the full report that was sent

  • See all documents included in the report

This is helpful if you need to reference exactly what was delivered.

Key Insights

  • The History tab serves as your documentation record.

  • Status indicators show engagement and signature progress.

  • View Logs provides timestamped confirmation of report activity.

  • Engagement and confirmations are pushed back into PointClickCare.

  • You can review the full communication at any time for reference or audit purposes.