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.