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How To: Send Custom Reports

Learn how to quickly send reports to all residents or only those who have not yet received one.

Summary

The New Custom Report feature allows you to generate and send reports in bulk. You can send full reports, informational sheets only, or both. This is a fast way to increase documentation coverage and ensure residents and families receive required education.

Main Points

Accessing New Custom Report

To create a Custom Report:

  1. From the Dashboard, click into the Broadcast tab.

  2. Click New Broadcast Message.

  3. Select New Custom Report.

This workflow allows you to send reports in bulk.

Step 1: Choose Report Type

You will first select what type of report to send:

  • Full Report

  • Informational Sheets Only

  • Both Full Report and Informational Sheets

Choose the option that best fits your communication goal.

Step 2: Select Recipient Group

Next, select the group you would like to send the report to.

  • The dropdown displays available contact titles.

  • Some groups include more contact roles than others.

Step 3: Choose Patient Criteria

You can decide who should receive the report:

  • Residents with no generated reports

  • All residents, regardless of prior report history

This gives you flexibility depending on whether you are filling gaps or resending documentation.

Click Next once your selections are complete.

Step 4: Review Residents and Contacts

You will see a list of residents and their designated contacts.

For each entry, you can review:

  • Resident name

  • Date of birth

  • Intended recipient and role, such as POA

  • Delivery method, such as text message

  • Language preference

  • Informational sheets included

You can:

  • Add additional informational sheets

  • Add videos

  • Remove individuals from the list

Step 5: Generate and Send Reports

Once everything is reviewed:

  1. Click Next.

  2. Reports will be generated and sent to the selected recipients.

This process sends reports immediately.

Key Insights

  • Custom Reports allow bulk report generation.

  • You can target only residents missing reports or include everyone.

  • Delivery method and language are clearly displayed before sending.

  • Additional education can be added before finalizing.

  • This is an efficient way to improve documentation coverage quickly.