Audit Time - how to prepare

Audit Time - how to prepare

There are several ways to gather information during audit time.

1. Clinical Notes Generator
If you are using Clinical Notes, you will save each Clinical Note as a PDF.

2. Forms (Custom Forms), referred to as Notes, SOAP Notes or Session Notes
If you need to produce Forms, the Audits -> Forms will be how you generate the export.
Enter the Learner name and the time period, press Generate Report, and then save it to PDF.

3. Session Reports
If you need to provide Session Reports, the easiest way to access the Reports for the requested time period is to go to Learner -> Reports, enter the desired time period, under Sessions, select 'Completed'. Press Submit
Idea
Helpful hint - set the view to 10 entries at a time
Click on each Session Report and save as a PDF

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