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EARtrak Client Data Report

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If you clinic uses the EARtrak service, the EARtrak Client Data Report can be run and exported to Excel.

 

PATIENT LOCATION - From the drop-down list, select the patient location for which the report is to be run. (Location permissions are based on Application User set up.)

 

SPECIALIST - From the drop-down list, select to run this report on a single Specialist, All Specialists, Select Specialists (allows you to run the report for multiple selected Specialists), or Unassigned Specialists (allows you to run the report for data where no Specialist was assigned to sales)

 

STARTING DATE - Choose a starting date for this report.

 

ENDING DATE - Choose an ending date for this report.

 

Press the CONTINUE icon to run the report. It will automatically open Excel with data as per the selection criteria.