Managing Report Settings

This guide provides detailed instructions on how to effectively configure report settings within Noteable. By understanding how to manage shared reports, approval workflows, and visibility options, users can streamline their reporting processes and ensure consistency across programs. Additionally, the guide highlights features like automated alerts and e-faxing, which enhance efficiency and communication.

Noteable Support
25 steps

Mynoteable

Click "Administration"

Click into the Program you'd like to manage report settings for

Click "Report Templates" to review all report templates within the select program

The "Shared" column indicates at a glance which reports are shared between programs. This will only be applicable for agencies with multiple programs. IF a report is shared it means that the report is visible in other programs as well and **any changes made to the template here will ALSO be pushed to those other programs.** **Ex. You may have a Face Sheet that is shared between all programs so that if a client moves from one program to another their Face Sheet will follow them and show across all charts.**

The "Approvable" column indicates whether a report is setup with an [approval workflow](https://help.mynoteable.com/kb/approval-workflows) or not. If a report is not approvable it means that the report is automatically finalized as soon as it is submitted by the original author. **It will not go to anyone else for review/approval.**

The "Faxable" column is only applicable if your agency has the Internal Faxing option added to their Noteable Subscription. This column indicates whether a report will have the ability to be faxed out directly from Noteable once it is finalized.

The "Alerts" column indicates at a glance whether any automated reminders are set to push to staff when the report is coming due on respective client charts.

Updating/Changing Report Settings

Click the checkbox next to the report template that you'd like to manage settings for.

Select the Checkbox that appears.

The "Name" field indicates the full name of the report.

The "Tab Name" reflects the Report Name that will be displayed on Client Charts under the respective report tab. **Note: It can be beneficial to abbreviate report names here to make the most of client chart real estate space.** **Ex. While the full report name may be "Individualized Service Plan", it may be helpful for the Tab Name to reflect "ISP"**

The "Description" field is a space where you can provide more details around what this report will include. This description will not show anywhere else across Noteable.

"Show this report" indicates WHEN you'd like this report to be VISIBLE on client charts throughout the INTAKE, ASSESSMENT, and ACTIVE tiers. **The report tab will only show in the tiers that have a blue checkbox marked next to them.** For items with a blue checkbox you'll be able to determine whether this is a Read or Read/Create report. **Read** means that ONLY staff with Admin permissions can enter a new report, all other staff will only be able to read through submitted reports in this tab, they will not be able to create a new report. **Read/Create** means anyone assigned to the client's chart will be able to review previous reports that have been entered under this tab OR create a new report to submit. **Ex. Checking off Assessment and Active means that any clients placed in Intake will NOT show this report in their chart. It will ONLY show once they are moved to the Assessment or Active tier. If all tiers are checked off the report tab will show across all tiers.**

"Requires Approval" determines whether you'd like to setup an approval workflow for this report.

If "Required Approval" is set to **Yes** addition options will show so you can customize the approval workflow.

Under "Approvers" you'll need to indicate who the report will be sent to for approval once the original author submits the report and in what order (click and drag to change order)

Select the checkmark next to all individuals you'd like the report to go to before it is finalized. You can choose between Documentation Reviewer, Supervisor, and/or Licensed Supervisor. **Documentation Review** sets the report to go to ALL staff listed as Documentation Reviewers in Noteable and whoever gets to it first will be able to Re-Work or Approve. **Supervisor** sets the report to go to the authors specified Supervisor listed in the Staff Settings. If they DO NOT have a Supervisor listed they will NOT be able to enter a report that needs to go to a Supervisor for approval. **Licensed Supervisor** sets the report to go to the authors specified Licensed Supervisor listed in the Staff Settings. If they DO NOT have a Licensed Supervisor listed they will NOT be able to enter a report that needs to go to a Licensed Supervisor for approval.

"[Enable E-Faxing](https://help.mynoteable.com/kb/how-to-enable-faxing-in-noteable)" is an option only for Agencies with the Internal Faxing Subscription turned on. ALL reports that you'd like to fax out from Noteable internally must have this set to **Yes** to see the "Fax" option for finalized reports.

"Allow in Portal" determines whether this is a report that you would like to have the option of sending to Treatment Team members (Parents, Legal Guardians, Care Coordinators, etc.) via the Noteable Portal for them to read, sign, or fill out.

"Enable Alerts" determines whether you'd like to setup automatic reminders for when this report is due next on respective client charts. If this item is set to **Yes** addition options will show so you can customize the alerts workflow.

In the first field, highlighted below, you'll need to determine how often the report is due. **Ex. Quarterly would typically be set to 90 Days**

In the second field, highlighted below, you'll need to indicate how many days PRIOR to the report being due you'd like staff to be reminded. **Note: the reminders in Noteable will display as a solid red dot on the tab that is coming due. Once the tab is navigated to it will display the specific date that the report is due. The red dot will not clear until a new report is submitted.**

"Block case notes when due" indicates whether you would like case notes to be allowed even if this report goes past the due date. If this is set to **BLOCK** it means that case notes will not be able to be entered on client charts when this report is overdue. **The updated report will need to be completed before case note entry can resume.** If this is set to **ALLOW** it means that case notes will be able to be entered on client charts when this report is overdue. **The updated report will NOT need to be completed for case note entry to continue.**

Show on Footer indicates the items that you'd like to see on page footers when reports are being exported as PDF.

Once all report settings are setup as needed click "Done" to save updates.