How to Access and Manage Reports
Graphic 1:
Navigate to Reports:
- From the left menu, click on Reports to access the section.
- The Reports Dashboard will appear, displaying various categories and detailed insights.
How to Generate a Patient List Report
Graphic 2:
- Go to Reports:
- Click Reports from the left menu and select Patient's List Report.
- Set Date Range:
- Choose the desired date range for the report.
- View Results:
- Click Search Results to display the patient list.
- Report Details:
- The list includes patient ID, name, date of birth, gender, contact details, address, payment services, and notes.
- Save or Export:
- Save or export the report as needed.
How to View Patient Health Records
Graphic 3:
- Go to Reports:
- Click Reports in the left menu and select Patient Health Record.
- Search by Category:
- Choose a category such as Allergies, Social History, Vaccination History, or Diagnosis.
- View Results:
- Patient details will appear, including ID, name, contact info, and notes.
- Save or Export:
- Save or export the data if needed.
How to Generate a Most Visited Report
Graphic 4:
- Go to Reports:
- Click Reports from the left menu and select Most Visited Report.
- Set Date Range:
- Choose the start and end dates for the report.
- View Results:
- The report will show:
- MRN Number
- Patient Name
- Total Visits
- The report will show:
- Save or Export:
- Save or export the report as needed.
How to View Referral Reports
Graphic 5:
- Go to Reports:
- Click Reports from the left menu and select Referral Report.
- Search by Category:
- Choose a category such as Referral Doctor, Referral Organization, Referral Group, or Referral Source.
- View Results:
- The report will display:
- ID, MRN, Name, DOB, Gender, Contact Info, and Notes
- The report will display:
- Save or Export:
- Save or export the report as needed.