Activity Types, Report Types, Print Templates Overview

Content

  • Introduction
  • Security Level Requirements and Access
  • Explanation and Purpose of Activity Types
  • Explanation and Purpose of Report Types
  • Explanation and Purpose of Print Templates

Introduction

This article is meant to provide you with a basic overview of the extendedReach Reports Types, Activity Types and Print Templates within Programs and Homes. If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com. 

Security Level Requirements and Access

You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace.

For Programs (i.e. cases), go to “Program Settings”, and click on “Program Activity Types” or “Program Report Types” or “Program Print Templates”.

Image: “Access to Program Activity and Report Types and Templates”

For Homes, go to “Organization Settings”, and click on “Home Activity Types” or “Home Report Types” or “Home Print Templates”.

Image: “Access to Home Activity and Report Types and Templates”

Explanation and Purpose of Activity Types

Activity Types control your list of available Activities within a particular Program or Home. Activities are events that occur at a certain point in time and need to be documented. These are typically social work contacts such as a home visits, or collateral contacts such as phone calls, letters, or email. Activities usually have an associated case note or narrative and may also have associated file attachments.

Explanation and Purpose of Reports Types

Report Types control your list of available Reports within a particular Program or Home. Reports are typically documents that are either collected or generated/written by your staff, and often have a due date and an associated file. Examples of Reports are written documents, such as service plans or assessments, or collected documents, such as birth certificates or social security cards.

Explanation and Purpose of Print Templates

Print Templates are printable forms that auto-fill with information from a Program or Home. These completed forms are not saved/stored in the system, but can be regenerated at any time with up-to-date information from the program or home database. Examples of Print Templates are face sheets or case note summaries.

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