DC065: Client Visit Notes 

The DC065 report displays client Visit Notes that were entered during the date range, with options to report on all clients or specific clients and/or Visit Note Types.

Tip: If you are looking for results from a date range greater than one week, consider using the Meevo Data Export. Go to Meevo > Management > Data Export. Select the Client Visit Notes export and the desired date range, and then select Export.

Report definitions

Click here for details on each of the fields that appear in the DC065 report.Click here for details on each of the fields that appear in the DC065 report.

  • Client Name: Name of client with a visit note.
  • Date/Time: Date and time the visit note was created.
  • Location: Where the note was created.
  • Type: The Visit Note Type.
  • Visit Note: Content of the visit note.
  • Employee: Employee who created the visit note.

Setting up the DC065 report

  1. Type DC065 in the Convobar, or go to Meevo > Reports > Clients, and then select the DC065 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.). If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.
  3. Sort Visit Notes By: Sort by Date, Employee, or Visit Note Type.
  4. All Clients or Client Search: Run the report for all clients or enter specific client names into the search box and add them. 
  5. All Visit Note Types: Run the report for all Visit Note Types or select specific ones from the list. This list only displays Visit Note Types that are available to the location (pushed down from Central Office or created in the location). 
    1. If Display Visit Notes from All Locations and All Visit Note Types are both enabled, the report returns all visit notes from all locations, regardless of type.
    2. If Display Visit Notes from All Locations is enabled and you select specific Visit Note Types, the report returns the selected Visit Note Types from all locations. 
  6. Only display visit notes that need to be approved/reviewed: This filters the report to only Visit Notes with Visit Note Types that required or still require approval. 

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.