There are several options for creating a clinical report.


Option #1

  • Go to the Advanced Progress Note screen.
  • Press the Clinical Report button, located in the Side Bar section.


  • Or, click on the Search button located at the top left of the screen and select the Clinical Report option.
  • The following screen will be displayed:


  • Press the Add button, located at the top of the screen.


  • Type the title of the report.


  • Uncheck the sections that you do not want to add to the clinical report created.


  • Modify the dates, if they are not the ones displayed by Default.


  • Or, select the No Date Filter checkbox, remove the Default dates and be able to select the dates corresponding to the report.


  • Select the status of the sections. The user can select between: Active, Inactive and All.


  • Once you have selected all the options, press the Save button. 


Option #2

  • Go to the Clinical Records screen.
  • Select the patient for whom you want to create a clinical report, from any section of the screen.


  • Once selected, press the Clinical Report button located at the top of the screen.


  • The following screen will be displayed:


  • Press the Add button, located at the top of the screen.


  • Type the title of the report.


  • Uncheck the sections that you do not want to add to the clinical report created.


  • Modify the dates, if they are not the ones displayed by Default.


  • Or, select the No Date Filter checkbox, remove the Default dates and be able to select the dates corresponding to the report.


  • Select the status of the sections. The user can select between: Active, Inactive and All.


  • Once you have selected all the options, press the Save button. 



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