How can I generate patient notes reports across all offices?

The Notes section helps generate reports that compile patient notes line by line across all offices, providing a detailed overview of notes recorded for each patient. This feature ensures that added notes for the patient are easily accessible for review and reporting purposes.

Steps to follow:

Step 1: Login to the Application

• Access the application using your credentials.

Step 2: Navigate to the Notes Section

• From the dashboard, go to File - Financial File - Notes.

Step 3: Enter Data for Report Generation

• Fill in the relevant details as per your requirements:
  • Select/Enter Description: Choose or type a description to define the scope of the report.
  • First Patient # / Last Patient #: Enter patient number ranges, if applicable.
  • Sort by: Choose to sort by Patient Number.
  • List only Office: Select an office if needed.
  • List only Clinician: Filter by specific clinicians.
  • List only Account Type: Specify an account type, if needed.
  • Include Discharged & Dropout Patients: Choose "Yes" or "No".

Step 4: Generate Report

• Click on the Review Results button to display the report. The report will contain the following columns:
  • O # (Office Number)
  • Patient No (Patient Number)
  • Patient Name
  • Notes Line 1 (First line of notes entered for each patient)

Step 5: Manage Report Output

• Use the following options to handle the report:
  • Download as PDF: Save the report as a PDF file.
  • Send PDF via Email: Email the PDF to relevant recipients.
  • Print: Directly print the report.
  • Fax: Send the report via fax, if needed.

Step 6: Direct Print

• To print the report immediately, click the Print Report button.

Step 7: Clear and Regenerate Report

• If you want to generate the report with new data, click on the Clear button to reset the fields. Re-enter new criteria as desired to regenerate the report.