Operation Manual

Advanced Reports and Letters Overview
The Advanced Reports and Letters function in the enables you to do the following:
● Print/E - mail/Fax Letters— personalize letters with patients' data and send them to patients or other health
care providers
● Print/E - mail/Fax Reports— create individualized patient reports or group reports from existing groups in
the database
● Build Letters— create, edit, and delete letter templates
● Build Custom Reports—create, edit, and delete custom report templates
● Build Batch Reports—create, edit, and delete reports in a batch
Note: A template is a user - designed document that is automatically filled in with selected patient or group
information. Print/E - mail/Fax Letters uses the letter templates from within Build Letters . Print/E - mail/Fax Reports
uses the report templates from within Build Custom Reports .
Note: A batch report is a set of existing reports that are always printed, e - mailed, and/or faxed together. A batch
report can include Standard Reports, Favorite Reports, and Custom Reports.
Advanced Reporting ( v1.1 )
Advanced Reports and Letters Overview
Version: 1.0
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