Generate client report
To generate the Client Report:
- Navigate to GOMS > Reports via the side navigation menu
- Select ‘Client Report’
- Enter start + end dates
- Select client
- Select ‘In-progress goals’
- Select ‘Not-started goals’
- Select ‘Completed goals’
- Select ‘Archived goals’
- Select ‘Include alerts + comments
- Select ‘GENERATE REPORT’
This will create a report with the following details:
- Goals + Objectives
- Achievement Level
- Status
- Comments/alerts with date + time + staff member
- Graph of progress
Generate summary report
To generate the Summary Report:
- Navigate to GOMS > Reports via the side navigation menu
- Select ‘Summary Report’
- Enter start + end dates
- Enter client
- Enter staff
- Enter team
- Program
- Program group
- Select ‘GENERATE REPORT’
This will create a report with the following columns:
- Total # of clients
- Total # of sessions
- Total # of goals
- Average # of goals per client
- Total # of goals achieved
- Average % of goals achieved per client
- Total # of objectives
- Average objective score per client
- Total # of objectives completed
- Average % of objectives completed per client
- Total # of alerts
- Average # of alerts per client
- Average # of alerts per session
- Total # alerts resolved
- Total # of risk of harm/health documents
- Average # of risk of harm/health documents per client
- Session date, time + staff member
Generate goal detail report
To generate the Goal Detail Report:
- Navigate to GOMS > Reports via the side navigation menu
- Select ‘Goal Detail Report’
- Enter start + end dates
- Enter client
- Select ‘Position title’
- Select ‘Staff member’
- Select ‘Key contact’
- Select ‘Team’
- Select ‘GENERATE REPORT’
This will create a report with the following columns:
- Client
- Staff member
- Staff position title
- DOB
- Session start date
- Session end date
- Goal
- Goal description
- Goal classification
- Objective
- Objective measurement
- Objective instruction
- Objective outcome
- Goal comments
- Overall session comments
- Staff comments
Generate goal overview report
To generate the Goal Overview Report:
- Navigate to GOMS > Reports via the side navigation menu
- Select ‘Goal Overview Report’
- Enter start + end dates
- Select client
- Select ‘GENERATE REPORT’
This will create a report with the following details:
- Client
- Key staff member/s
- DOB
- Total goals
- Total objectives
- Total sessions
- Client Archived
Generate objective outcome report
To generate the Objective Outcome Report:
- Navigate to GOMS > Reports via the side navigation menu
- Select ‘Objective Outcome Report’
- Enter start + end dates
- Select client
- Select ‘GENERATE REPORT’
This will create a report with the following details:
- Client
- Key staff member/s
- DOB
- Goal
- Objective
- Change occurred
- Client archived