​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.

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​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.

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​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.

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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
• Save or Export:
  • Save or export the report as needed.

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​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
• Save or Export:
  
  • Save or export the report as needed.