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Client Task History

Nursebuddy automatically saves all the information relating to the Tasks assigned to client visits in the Task History Tab. This is where you can quickly review data collected by your carers and easily export it for records

Rocio Solis avatar
Written by Rocio Solis
Updated over 2 weeks ago

Reviewing Task Information

To look at the information collected during a client's visit:

  1. Go to the Task History tab within the client's profile.

  2. Review the information collected in each of the tasks assigned to your client's visits.

You can also make things easier to read by using the filter bar to visualise only specific tasks.

Sharing and Storing the Data

If you need to share this information or store it outside of Nursebuddy, exporting the data is simple:

  • PDF/Print: You can generate a PDF and/or print the information by selecting the Print option from the Actions menu.

  • CSV File: Alternatively, you can download the information as a CSV file (a simple spreadsheet format).

This functionality makes running reports and providing evidence to inspectors or families much simpler.

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