Operation Manual

Editing a Favorite Report

Favorite Reports

under

Patient Management

enables you to save your preferred settings for graphs and

logbooks. Saving favorite reports enables you to save customized reports for each healthcare provider in your

office for quick and easy access. This allows you to standardize the reports used in your office and reduce the

time required to produce the reports.

Click Patient Management

on the

Main Menu

window to open the

Select Patient dialog box.

Select the patient you want from the list to open the

Patient Management

window.

Expand

Favorite Reports

on the left navigation panel and select the report you want to edit.

Make changes to the report settings.

On the

Patient Management toolbar, click Save this as a Favorite Report

to open the

Save Report

dialog box.

Click OK

to save the changes.

In the warning box that opens, you have two ways to proceed:

❍ Click Yes

to continue with the changes. The warning box closes, and the report displays using the new

settings.

Note:

Make sure you want to change this information because the overwrite process cannot be

reversed.

❍ Click No

to cancel the changes. The warning box closes, and the report displays without changes.