Users that have access to this feature: Site Admin, Full Patient Management, Report Only.
Step 1: Navigate to the blue menu on the left-hand side of the screen. If the menu is collapsed (i.e. you only see icons, no menu headers) click on the “>” icon to expand the menu. Select “Reports” to display the submenu options, then choose a report type from the list. The tutorial steps below are specific to the "Patient Level" report.
Step 2: Choose a date range for the report using the "Start Date" and "End Date" fields at the top of the screen.
Step 3: Use the "Apply Filters" drop-down menu to add search parameters to the report, then click "Submit".
Step 4: View your report in-app or export to .csv, .pdf, and more. Simply click on a file type or export method button to export your report.
Parent-Level Reporting (released 11/30/2023)
We're excited to announce a new feature in our reporting functionality. Now, when generating reports, if there are multiple facilities under one Parent, the system will automatically pull data for all the facilities. Additionally, a new column has been added to display the facility names, providing a more comprehensive overview in reporting.
To learn about how to view "Blocked" or "Diverted" patients in a patient-level report, please refer to this Help Desk article: How to View Blocked or Diverted Patients.
New Reports added
We have just added three new Reports. Activity Log, Comments, and Daily Statistics. The Activity Log report will display all activities that occurred on the patient card during the visit. To run both the Activity Log report and the Comment report, you must first run the Patient Level report, enter the visit date to search for the patient you want to run the report for, and then copy the confirmation number. Once you have the confirmation number go to the Activity log and then on the upper left hand corner you will see Confirmation Number, paste the confirmation number you copied and then hit Submit. Below are screenshots displaying how to do this.
Once you have the confirmation number, go to the Activity Log report, paste the confirmation number, and hit submit, and you will get your results.
Activity Log Report
Do the same for the Comment Report. The Comments report will display all messaging between the staff and client.
Comments Report
The Daily Statistics Report will provide number of patients seen by day/time so that you can track volume trends. This report will display the last 30 days.
Daily Statistics Report