REPORTS • SERVICE DOCUMENTATION

Daily Notes

Review Daily Notes submitted from Mobile EVV, compare scheduled and actual service activity, and open generated DOC or PDF service-note reports.

Document ID: REP-DOC-002
Version: 1.1
Status: Draft
Last Updated: 07/25/2026

HIPAA and demo-data notice

Reports shown in this guide may contain Protected Health Information (PHI). True Care System intentionally masks or removes real names, identifiers, contact information, signatures, and other sensitive values from screenshots. Any information that remains visible may be demonstration data created only for training and documentation.

Purpose

The Daily Notes report is the operational review page for service notes submitted from the True Care System Mobile EVV workflow. It allows authorized office, supervisory, compliance, and billing users to locate completed notes and compare the scheduled visit with the actual service activity.

The report is also the entry point for opening the generated service-note output in DOC or PDF format.

Daily Notes Report Workspace

Daily Notes report list with filters, visit timing, mileage, cancellation status, and DOC/PDF links.

Search and Filter Controls

DSP (STAFF)Staff filter

Limits the results to notes submitted by the selected DSP or staff member.

INDIVIDUALIndividual filter

Displays only Daily Notes associated with the selected Individual.

FROM / TO DATEDate range

Restricts the report to the selected service period before Apply Filter is used.

Result Columns

Column	Meaning
Date	Service date associated with the submitted Daily Note.
Individual	Individual who received the service.
Staff	DSP or staff member who completed the note.
Service	Service name, service level, and service code.
Schedule	Scheduled start and end time.
Visit	Actual visit start and end time from the EVV record.
Mileage	Mileage recorded for the service when applicable.
Cancelled?	Indicates whether the scheduled service was cancelled.
Report	Opens the available DOC or PDF output for the selected Daily Note.

Printed Service Note

The generated report may include Provider information, the Individual and DSP, service date, scheduled and actual visit time, mileage, units, cancellation information, outcome documentation, service location, supports provided, community participation, meals, and required signatures.

Printed Daily Notes service report — Generated service-note preview showing Provider header, service details, outcomes, supports, meals, and signatures.

Review Checklist

Confirm the correct record.
Verify the Individual, staff member, service date, and service code.
Compare Schedule and Visit.
Review differences between scheduled time and actual EVV time.
Review documentation completeness.
Confirm outcomes, supports, notes, mileage, meals, and signatures where required.
Open the correct output.
Use DOC or PDF only after confirming the report belongs to the intended visit.

HIPAA, Security, and Proprietary Workflow

Access to report data must follow the Provider's role-based access, minimum-necessary, privacy, retention, and disclosure procedures. Users should verify the Provider, Individual, employee, date range, and record before printing, exporting, or sharing any report.

True Care System does not publicly disclose every audit correlation, escalation rule, investigation control, exception-handling process, or proprietary workflow. Advanced operating procedures are provided during direct training for authorized personnel of Providers that are official True Care System customers.