report - create, edit, or print

Create
From Main Dashboard
1. Click the red "Reports" module
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 SOAP notes or attendance from the schedule between these two dates. If you leave the dates blank, the report will pull from ALL past 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 as well as the “Requested Sessions” for the future (optional)
6. Select the report template from the drop down menu
7. Select the Supervising Therapist who will be the official signer of this report
8. Click "Generate"

From Schedule
1. Double click on appointment  from the main dashboard schedule or from within the full schedule
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 SOAP notes or attendance from the schedule between these two dates. If you leave the dates blank, the report will pull from ALL past 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 as well as the “Requested Sessions” for the future (optional)
7. Select the report template from the drop down menu
8. Select the Supervising Therapist who will be the official signer of this report
9. 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 SOAP notes or attendance from the schedule between these two dates. If you leave the dates blank, the report will pull from ALL past 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 as well as the “Requested Sessions” for the future (optional)
6. Select the report template from the drop down menu
7. Select the Supervising Therapist who will be the official signer of this report
8. Click "Generate""

EDIT

From To do 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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