Carers Report

To run the Carers Report for all carers:

1. From the Vision 3 front screen, select Reporting - Search and Reports.
2. Select New Carer Report and the Patient Carer Report screen displays:

   

3. Complete as required:
   • Report On - Select All Carers.
     Note - This includes all patients regardless of Registration Status.
   • Carer Details Output - Tick to include the following information on the report as required:
     • Sex
     • Address
     • Organisation
     • DoB - Date of birth
     • Telephone - If recorded
     • Permission Date - The date permission for non-patient information to be held on Vision 3 was given.
   • List Patients Cared For - Tick to include details of the patient cared for.
     • All Patients Cared For - Selected by default, no other option is available for this report.
     • Select the Output Format for the Patient Details - Select from the available list as required.
     • Show Carer's Relationship - Tick to display the patients relationship to the carer on the report.
4. Optionally, select:

   • New - To reset the report criteria,

   • Save to save the criteria, or
   • Save As - To save this Carer Report with a new name. The Save Search screen displays, in Name enter a short name for this search and in Description enter the details. Select OK to save. This search can now be accessed from the left-hand pane under Carer Reports:

     

5. Select Print to run the report.
6. The Reporting - Output Method screen displays, select from:
   • Window - To display the report on your screen.
   • Printer - To send your report straight to your report printer.
   • File - To save your report as a file. The Select Output Filename screen displays, in File name, enter a name for your report and select Save.

   

To run a report on the Carer(s) for Specific Patient(s):

1. From the Vision 3 front screen, select Reporting - Search and Reports.
2. Select New Carer Report and the Patient Carer Report screen displays:

   

3. Complete as required:
   • Report On - Select Carersfor these Patients.
     • Patient Group - Choose Select, highlight the group required and select OK.
     • Registration Status - Defaults to Active which includes patients that are Applied and Permanent, select from the available list if required.
   • Carer Details Output - Tick to include the following information on the report as required:
     • Sex
     • Address
     • Organisation
     • DoB - Date of birth
     • Telephone - If recorded
     • Permission Date - The date permission for non-patient information to be held on Vision 3 was given.
   • List Patients Cared For - Tick to include details of the patient cared for:
     • All Patients Cared For - Not relevant for this report.
     • Only the Patients selected above - Select to run this report.
     • Select the Output Format for the Patient Details - Select from the available list as required, see Altering the Patient Format for details.
     • Show Carer's Relationship - Tick to display the patient's relationship to the carer on the report.
4. Select Print to run the report.
5. The Reporting - Output Method screen displays, select from:
   • Window - To display the report on your screen.
   • Printer - To send your report straight to your report printer.
   • File - To save your report as a file. The Select Output Filename screen displays, in File name, enter a name for your report and select Save.

To view the criteria of a Carer Report that has been saved:

1. From the Vision 3 front screen, select Reporting - Search and Reports.
2. Select the Carer Reports green heading to view saved criteria:

   

3. Right click on the report you want to view and select View Search:

   

4. The saved Patient Carer Report screen displays.