This feature is available to users with their database hosted on Hometrak's cloud-based solution.
Some of the mobile app features to fully utilize this feature are being developed in the next version.
Generating and Saving a Report for Viewing
If you generate and save a new version of a report for a person that has already been saved for mobile viewing for a particular viewing role, the most recent version will be visible in the mobile app.
Viewing Reports in the Mobile App
If the "Care Plan" report is saved for Mobile viewing, it will be accessible from Schedules in the calendar. You can save the Care Plan for Mobile Viewing by Caregivers to provide caregivers in the field access to the client's full care plan during their schedules.
Remove a Saved Report from the Archive
The list of saved reports can be found in the Relationships Module, under the Documentation drop down menu on the ribbon, Saved Reports tool.
This will show a list of all versions of the reports that have been saved for a particular person, and which viewing roles.
If you wish to make a particular report or version of a report no longer available in the mobile app, select the saved report record and click on the Delete tool on the toolbar to remove it from the list.