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How to Review and Analyse Monitoring Forms that have been recorded via the Mobile and Pocket Apps

This guide explains how to export and annotate Active Monitoring reports in the Insights App. You’ll learn how to access monitoring data, use the share tools to create a PDF or image snapshot, and add your own annotations before saving or sharing the file.

These features are useful for reviewing key monitoring trends, highlighting important data points, and sharing insights with team members or management. Exporting annotated reports ensures accurate communication and makes it easier to keep visual records of care activity and outcomes.

Interactive Guide

Text based guide

Enter the Insights App

 

Select Care to open further options

 

Now click Monitoring

 

Select Active Monitoring

 

Click the Share button in the top right

 

Export as PDF or Snapshot

 

Choose the tools at the top to annotate

 

Add your annotations to the document

 

Export as PDF to download the file

 

Use Snapshot to create an image instead of a PDF

 

Annotate snapshots if needed

 

Click Save to Library

 

Confirm or edit the pre-filled file name

 

Click Save when done

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