• Go to the Workflow screen. 
  • Press the Reports button, located at the top of the screen.


  • The following screen will be displayed: : 


  • Select the provider and office or facility for which you wish to view the patient flow report.


  • Once finished, the report will be displayed, according to the user's preference, click on the Save Layout link, located at the bottom right of the screen.


  • If you wish to export the patient flow report to Excel, press the Export button, located at the top of the screen. 


  • The following screen will be displayed, to save to the hard disk. 


  • Proceed with the process of saving the report to your computer's hard drive.
  • If you wish to print the report, press the Print button located at the top of the screen.


  • Automatically, the report will be displayed for printing.



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