Branch wide ability to print all client and/ or

Branch wide ability to print all client and/ or caregivers notes at once.

Add a branch-wide capability to print all client notes and/or caregiver notes in a single batch, rather than opening and printing records individually. This would save staff time, improve efficiency during audits, case reviews, and record requests, and reduce repetitive administrative work.

Wendy Blankenship
Oct 19 2026
Needs Review

Idea Background The feature will allows branch staff to print all client notes, caregiver notes, or both, for selected clients or the entire branch at once. This would support audits, quality assurance reviews, case management activities, and documentation requests while significantly reducing administrative burden. Attachments Open full size
Idea Benefit Saves staff time Improves efficiency during audits and reviews Reduces repetitive clicking and printing Provides more complete documentation packets Helps supervisors review records more effectively Attachments Open full size
Compliance Risk- Business Score	3-High (Significant/catastrophic impact, company or enterprise level)

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Branch wide ability to print all client and/ or caregivers notes at once.

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Branch wide ability to print all client and/ or caregivers notes at once.

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