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Viewing concerns reported by carers
Viewing concerns reported by carers

Here we'll describe how to view all concerns reported by carers, and how to filter and export them

Dec Norton avatar
Written by Dec Norton
Updated over a week ago

ℹ️ Carer concerns can currently only be reported via the Carer Companion App.


Viewing carer concerns

In the main navigation, you’ll find a button labelled Concerns. A badge with containing the number of un-acknowledged concerns will be shown. Click to open the concerns list.

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The carer concerns list will show the following information:

Timestamp

When the concern was submitted

Red/Amber/Green

The severity level that was picked by the Carer

Client

Who the client is

Related

What the concern is relation to

Booking

The visit that the concern is linked to

Carer

Who reported the concern

Comments

Details of the concern, submitted by the carer

Filtering the concerns

By default, concerns from the last 28 days will be shown. Use the date picker in the top-right of the screen to change the days.

Click the filters button to show additional filters, such as Acknowledgement Status, Client, and Carer.

Viewing additional context

Every observation is linked to both a booking and either a note, task, or observation. Click the square button in the Related column to open the relevant item in a new tab.

To open the linked booking, click the three dots to the right of the row, and then Open Booking.


Exporting to Excel

Once you've applied any filters that you want, you can export the list to an Excel file by clicking the three-dot button in the top-right of the page, and then Export to Excel.


Acknowledging and resolving concerns


Starting an incident report

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