How to: Track and Confirm Educational Report
Learn how to track sent reports, confirm engagement, and access documentation records.
Summary
The History tab allows you to review the status of sent educational reports. You can confirm delivery, see whether reports were opened, verify video engagement, and access documentation that is also pushed back into PointClickCare.
Main Points
Accessing Report Status
To review report status:
-
Click the Communication dropdown in the left navigation.
-
Select History.
This page displays all previously sent reports.
Viewing Report Status
Within the History tab, you can see the status of each report.
Statuses may include:
-
Sent
-
Viewed
-
Pending
This gives you a quick overview of engagement.
Viewing Confirmation Logs
To see detailed confirmation records:
-
Click the three dots next to a report.
-
Select View Logs.
The logs provide confirmation of:
-
When the report was sent
-
Which email addresses or phone numbers received it
-
When the report was opened
-
Confirmation that at least one second of a video was viewed
These confirmations are also sent back into PointClickCare as documentation.
Printing or Downloading Logs
From the View Logs screen, you can:
-
Print the confirmation record
-
Download the documentation
These records are also accessible within PointClickCare.
Filtering by Status
In the History tab, you can filter reports by status.
For example, you can filter to view:
-
All viewed reports
-
All pending reports
This helps you quickly identify which reports may require follow up.
Key Insights
-
The History tab is your central location for tracking education delivery.
-
View Logs provides timestamped confirmation of engagement.
-
Engagement confirmations are pushed back into PointClickCare.
-
Logs can be printed or downloaded for internal documentation.
-
Status filters help identify pending or incomplete reports.