Description
This Quick Guide demonstrates how to create and utilize an Incomplete Notes Report.
Steps
Incomplete templated notes can be brought up on a report so they can be referenced and finished. In the Reports module, click Create a New Report.
Click the What is the report name? field, and type Incomplete Notes.
Click the Category field, and select Patient Reports.
Click the Type field, and select Patient Notes Report.
The available columns dialog box opens. Select: Note Created Date, Note Tag, Full Name, Note Created By, and Note Status. If there are multiple clinics in the database, also select Associated Clinic.
Click Finish.
The report generates.
When the report opens, in the Filters section of the report, click Add a Filter.
Click Column.
In the column dropdown menu, click Note Created Date.
Click on date. Select the desired date or date range to set the parameter of this field.
Note: Dynamic date is used as an example for the purposes of this guide.
Set the Value of the desired date or date range according to the selection in Step 11.
If there are multiple clinics in the database, the report can be filtered by clinic. To do this, add a filter for Associated Clinic, and select the desired clinic for the value field.
Add a filter for the note tag. For the column select Note Tag. Leave the parameter as equal to. Type Clinical history into the value field.
Note: This filter displays visits with an incomplete note. If a visit is not checked out, the tag is Treatment Planning and will not display.
Add another filter. For the column select Status. Leave the parameter at equal to. Select Incomplete for the value.
Click Apply Filters.
The Incomplete Notes Report generates with the set filters applied. The Note Status column displays notes with an Incomplete status.
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