Description 

Screen where the user has the ability to generate a wide variety of reports, according to his needs. 


Access


Through Main Menu

  • In the main menu, press the Reports button. 

Through QuickLinks

  • In the main menu, press QuickLinks text, located at the top of the screen. 
  • Then select the Reports option. 


Sections 


Buttons

  • New: Allows you to create a new report.

  • Clone: Allows you to create a copy of the created report. 
  • Select: When pressed, the screen for the selection of the created reports will be displayed. 
  • Adv. Reports: When pressed, it will display a list of reports, most used, by the centers and office, previously configured. 


  • Save: Allows you to save the created report. 
  • Generate: When pressed, a report will be displayed according to the selected option, in the Columns section. 


  • Options, by pressing the right mouse button on the Reports screen. 


  • Export to Excel: The generated report can be exported to excel format. 
  • Reminders: Allows sending the patient's appointment reminder by displaying the Appointments Messaging screen. Note: You must include the Next Appointment column to send the reminder. 
  • Export Clinical Summary: Allows the export of the patient's clinical summary (C-CDA) to the file of your choice. 
  • Export Progress Notes: Allows export of progress notes, either individually or all. Allows quick access to progress notes, excluding demographic information, documents, order results, procedures and patient medications, as opposed to the Progress Notes Audit screen. 


  • Create Health Surveillance File: Allows the creation of a health surveillance file. 


  • Previous: Allows you to close the screen. 
  • Report Title: Field provided, to write the name of the created report.


Column

  • Search: Section, where the user can search for reports. 
  • Options: Section where the user can select the different options to create a report. These are divided by demographic, appointment, billing and clinical areas. These options can be dragged to the column or filter section, depending on which one applies. Or, by right clicking on the mouse, the Add As Column, Add As Filter or Remove Column options will be displayed.                   

  • Columns: Section where all the selected options will be displayed, according to the user's needs, when creating a report.


  • Filters: Section where all the selected options will be displayed, according to the user's needs, at the moment of generating a report. They can be eliminated by selecting the button.