The Base Template in the Reports module is an example of how Reports can pull from Notes. This templates pulls the Long Term goals, Short term goals, comments, and data fields from all notes created within the parameter you set. You can set this parameter by selecting Start and End dates for the "Summarize Sessions Between" section right before you click "Generate."
If you have your own template that we loaded into ClinicNote for you which currently doesn't pull from Notes and you would like it to, please email us. We can edit your template so that this information will automatically populate into your Report template.
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