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Visit Notes Report

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The Visit Notes Report can be used to print visit notes for Patients, Leads or both within a date range.

 

The screen prompts are:

 

LOCATION - If running this report by LOCATION, select the specific location for which this report is to be run. Select either <ALL>, to run for all locations to which your user id has permissions, <SEL> to run for select locations to which your user id has permissions, or select one location from the list to which your user id has permissions.

 

TYPE - Select to run this report for either Leads, Patients or Both.

 

ALL PATIENTS - Check this field to run this report on all patients.

 

PATIENT NUMBER - If running this report for a specific patient, select that patient number here.

 

ALL PATIENT LEADS - Check this field to run this report on all leads.

 

PATIENT LEAD NUMBER - If running this report for a specific lead, select that lead number here.

 

STARTING DATE - Enter the starting date for this report.

 

ENDING DATE - Enter the ending date for this report.

 

 

Click CONTINUE to run the report using the selected criteria.

Click EXIT to close the window.