Operation Manual
Printing/E-mailing/Faxing Patient Reports
The Print/E
-
mail/Fax Reports Wizard enables you to select Patient reports from a list in the
and generate reports. Patient reports can be generated for individual patients or all individual patients within
groups, including any combination of the following:
●
Standard reports that appear under
Patient Management
●
Favorite reports that have been saved within
Patient Management
● Patient Custom reports designed within Build Custom Reports
Note:
Print/E
-
mail/Fax Reports uses the report templates from within
Build Custom Reports. A template
is a user
-
designed document that is automatically filled in with selected patient information.
● Patient Batch reports designed within Build Batch Report
Note:
A batch report is a set of existing reports that are always printed, e
-
mailed, and/or faxed together.
Follow these steps:
1.
Click Advanced Reports and Letters
on the
Main Menu
window.
2.
Click Print/E
-
mail/Fax Reports
on the
Advanced Reports and Letters
menu window to open the
Print/E
-
mail/Fax
screen.
3.
From the
Print/E
-
mail/Fax – Select Report Type
screen, select the
Patient reports option; click NEXT
.
4.
From the
Print/E
-
mail/Fax – Select Patients
screen, click the
Select from drop
-
down arrow, add one or
more patients to the Patient List on the right, and click
NEXT
.
5.
From the
Print/E
-
mail/Fax – Select Reports
screen, click the
Select from drop
-
down arrow
to select
Standard Reports, Favorite Reports, Custom Reports or Batch Reports.
6.
Add one or more reports to the Report List on the right, and click
NEXT
.
Note: Select a report and click Preview
to see an example of this report.
7.
From the
Print/E
-
mail/Fax – Select Output
screen, select one or more types of output (print, e
-
mail, fax, or
PDF), and the output language. Click
FINISH
.
Note:
The only languages available are those that were chosen at install.
Advanced Reporting
( v1.1 )
Printing/E
-
mailing/Faxing Patient Reports
Version: 1.0
244