Description
This interface allows for the selection, filtering, and summarization of patients' clinical information for printing.
Access
Through the Side Bar section: To access the Summary, click the corresponding button on the Side Bar within the Progress Note screen. If the Clinical Report button is missing, go to the Settings on the Progress Note screen's toolbar, choose Side Bar Settings, and then drag the Clinical Report from the available items on the right into a Side Bar category on the lower left. Save your changes, and the Side Bar will update to include the Clinical Report button in the selected category.
- Recommended Article: Learn More About: Advanced Progress Note / Settings / Side Bar Settings
Through the Search section: Click on the Search button located on the left side of the screen, then select the Clinical Report button.
- Recommended Article: Learn More About: Advanced Progress Note / Search
Through the Clinical Record section: To access the clinical records, click on the 'Clinical' button in the Main Menu. Then, on the 'Clinical Record' screen, choose a patient from any section and click the 'Clinical Report' button at the top of the screen.
Sections
Buttons
- Print: Enables the printing of the selected report.
- Delete: Enables the deletion of the created report.
- Add: Generate a tailored summary report by selecting particular clinical areas, specifying date ranges, and determining the status to include.
- Edit: Edit saved reports.
- Cancel: Cancel all changes made in the report.
- Save: Enables the storage of all changes made on the screen.
- Previous: Returns to previous screen.
Report Title: Description of created report. This is a required field.
Select All: Click this button to include all clinical areas in the created report, or click again to deselect, allowing the user to choose specific areas to be included in the report.
- Grid: Displays the selected content and applies filters to the saved data.