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Five Indispensable Reports in a Care Management System

Updated: Oct 12, 2022

Reporting is pivotal in the health care sector to protect patients from untold risks. Reporting helps reduce the probability of mistakes and enhances the quality of patient care.

Comprehensive reporting can promote continuity of essential care and support the patients. Reporting effectively communicates between healthcare professionals and provides vital statistical evidence for KPIs and funding applications within the charity sector.

Here are five key reports that are essential in any care management system:

1. Staff Activity Log

Clinical staff must balance time and effort between administrative work and their care duties. It is essential to guide them with the best practices to save time and effort spent on trivial activities. Keeping an eye on staff productivity and efficiency is always a challenge for management.

Reports that monitor staff activity help managers understand where their staff is spending most of their time. This, in turn, helps inform managers where additional training for their clinical staff may improve work efficiencies. Tracking staff activities is crucial to ensure patient data security and maintaining accountability.

2. Booking lists

Clinical and administrative staff will often work in sync to confirm bookings for patients. With multiple things to plan and execute: the staff roster, inventory, medical equipment, availability of rooms and beds, etc., an accurate bookings report is essential. All these arrangements need to be coordinated before a patient comes in for a stay. A bookings list with patients’ details, accommodation preferences, and stay dates can be helpful, acting as a guide for the staff to plan their work.

3. Contact by Staff

Evidence of clinical treatments, personal visits, the details of the medication received, therapies, etc., helps ensure effective care delivery. A clear, comprehensive report detailing the care provided to patients can inform staff of the patients’ past and current situation. Having a single report with all this vital information, putting information in one place, will help the care team deliver appropriate care.

4. Housekeeping Report

While the administrative and care staff interact to confirm residential arrangements, the housekeeping team will work to ensure that the patient, and their family, have a comfortable stay in a welcoming environment. Having the report of bookings available directly to the housekeeping staff removes reliance on the care team for the booking information. This helps to ensure that rooms are ready when the family arrives.

5. Catering Report

Arrangements for a residential stay will involve many minute details requiring attention from different teams. To ensure appropriate meal planning for a patient and their family members, attention needs to be paid towards food preferences, likes, and dislikes, and most importantly, any food allergies. A report, accessed directly by the catering team, can provide all of those dietary requirements. The team can then make plans in advance and be ready when the patient and their family arrive for their stay.

In the nutshell, reporting is an effective tool and helps make care provision more straightforward and hassle-free for care workers. If you are struggling with your reporting, switch to a care management system with comprehensive reporting.

Book your demo with The Care Database now and explore how we can help in care management.


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