Template Reports

Generate reports based on templates that have been used in patient events. 

Financial Report

generating a template report 

Step 1. 

Care-Template Report.jpg

From the Care drop-down menu, select Template Reports

Step 2. 

Template Type.jpg

Template Type: by default, all with data responses will be selected. click the drop-down menu to edit the selection. 

Step 3. 

Choose Template.jpg

Template: Choose which template you would like to generate in your report. You may also type the template name (in the text field) you would like to search for as well. 

Step 4. 

Drag and drop template fields.jpg

Available Fields: once you have chosen your template, the fields within will generate to choose from. Drag and drop your desired fields into the Chosen Fields box. 

Step 5. 

Template Additional Fields.jpg

Once you have dropped items into the Chosen Fields box, the additional filters will become available. 

Step 6. 

Template - Status.jpg

Event Status: by default, all statuses is selected. Click the drop-down menu to edit the selection.

Step 7. 

Template - Event Type.jpg

Event Type: by default, all event types is selected. Click the drop-down menu to edit the selection. 

Step 8. 

Template - Date.jpg

Event Create Date: choose the from-to date range in which an event was created.

Step 9. 

Template - Followup date.jpg

Event Follow-up Date: choose the from-to date range in which a patient(s) is scheduled for a follow-up.

Step 10. 

Template - Click Go.jpg

Once all of your desired filters are selected, click GO! 

Doctor with Files

Export/save template report 

Step 1. 

Template - PDF.jpg

Once your list of patients has generate, you may export your list into a Excel or PDF.  

Step 2. 

Template - Arrow expand.jpg

Click on the arrow icon next to the patients name to view their listed responses. 

Step 3. 

Template - Save.jpg

You may also save your report in the Report History. Enter the title of your report, then click save. Your list of saved reports will populated in the report history box.