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Visualcare includes several client-focused reports that help you track compliance status, review dates, and service activity across your client base. These reports are found under Reports → Client Reports in VCore.

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Client compliance

Lists all client compliance items across your organisation. You can filter by Alert Date or Expire Date to identify items that are approaching expiry or have already lapsed.
Run this report regularly to catch compliance items before they expire. Filtering by alert date gives you a forward-looking view of what’s coming up.

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Client review dates

Report on client review dates for specific timeframes. Use this to track when clients are due for their next review and plan accordingly.

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Client agreement and services

Report on client agreements and services for a specified timeframe. Filter by client, agreement type, area, or division to narrow the results.

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Client last service/timesheet

Shows the last service that was scheduled for each client and the last confirmed shift (timesheet). This is useful for identifying clients who haven’t received services recently and may need follow-up.

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Client communication

Report on the last communication with clients. Filter by funding type and area to focus on specific client groups.
The following reports are also available under Reports → Client Reports but are less directly related to compliance and audit:
  • Client Birthdays - report on client birthdays in the coming month or all months
  • Client HCP - select the month and report on all clients’ Home Care Package statements for that period
  • Client Contacts - list of clients and their contacts
  • Client Distribution - shows how many clients are taking what services in which suburb
  • Client Worker Preference - search for specific clients or all, and filter by preferred, non-preferred, or all
  • Client Documents - search all client documents

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Running into issues?

See Compliance troubleshooting for common errors and fixes.

Required compliance overview

Set up and manage compliance items at the organisational level

Worker audit reports

Compliance and training reports for your workforce

Audit report

Track data changes across Visualcare

Client compliance

Manage compliance on individual client profiles