report - create, edit, or print

CREATE
From Main Dashboard
1. Click the "Reports"
2. Click "Generate a Report"
3. Click client name 
4. Select the Start and End dates for "Summarize Sessions Between." The report will automatically populate data from an SOAP note or attendance from any appointment between these two dates. If you leave the dates blank, the report will pull from ALL dates. 
5. Select the Start and End dates for "Request Continued Treatment Between" to automatically populate in the "Recommendation and Justification for Service" section of the template (optional)
6. Select the report template from the dropdown menu
7. Click "Generate"

From Schedule
1. Double click on event
2. Click "Edit current occurrence"
3. Click the red "Report" icon
4. Click "Save"
5. Select the Start and End dates for "Summarize Sessions Between." The report will automatically populate data from an SOAP note or attendance from any appointment between these two dates. If you leave the dates blank, the report will pull from ALL dates. 
6. Select the Start and End dates for "Request Continued Treatment Between" to automatically populate in the "Recommendation and Justification for Service" section of the template (optional)
7. Select the report template from the dropdown menu
8. Click "Generate"

From Client List
1. Click "View Client List"
2. Click blue "Reports" button next to the client name
3. Click "Generate Report"
4. Select the Start and End dates for "Summarize Sessions Between." The report will automatically populate data from an SOAP note or attendance from any appointment between these two dates. If you leave the dates blank, the report will pull from ALL dates. 
5. Select the Start and End dates for "Request Continued Treatment Between" to automatically populate in the "Recommendation and Justification for Service" section of the template (optional)
6. Select the report template from the dropdown menu
7. Click "Generate"

EDIT
From Todo list
1. Click checkbox next to the report name
2. Click blue "Edit" button
3.  Make your edits
4. Click "Save Report"

From Client List
1. Click "View Client List"
2. Click blue "Reports" button next to the client name
3. Click "View Reports"
4. Click blue "Edit" button next to the report
5. Make your edits
6. Click "Save Report"

PRINT
1. Click "View Client List"
2. Click blue "Reports" button next to the client name
3. Click "View Reports"
4. Click the checkbox next to the report
5. Click "Download/Print Selected Items"
6. In the new PDF window, click the "Print" icon in the upper right-hand corner

Important things to note

• ​Gray sections in the report designate text that was pulled from the client file. If you type in the gray sections and click "Refresh Data," your work will disappear. We suggest typing in white sections only. 
• You can create tables and format your text within the report.  

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