Template Reports

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

Generating a Template Report

1.

From the Care drop-down menu, select Template Reports

2.

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

3.

Template: choose which template you would like to generate in your report. 

4.

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. 

5.

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

6.

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

7.

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

8.

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

9.

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

10.

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

Export/Save Template Report 

1.

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

2.

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

3.

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. 

© 2020 Health Endeavors 

8955 E. Pinnacle Peak Rd, Suite 103. Scottsdale, AZ  85255              1.888.862.0366

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