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\uD83E\uDD14 How to generate a patient report

This section is only available to users designated as clinic administrators. Click on the Patient Report tab on the systems navigation bar at the top of the page to run clinic reports.

Filters and options for data to be displayed are on the left.Filters and options for data to be displayed are on the left.

To retrieve ALL clinical data, do not choose any parameters, just click “view” if <200 records, or just click “download” if > 200 records.

To retrieve filtered data, simply enter and choose parameters and data to display, then choose “view” if <200 records, or “download” if > 200 records.

In either case:

When you choose “download” you will receive a text with a code to securely open the downloaded excel file. (to receive the text, your cell # must be entered in your “user administration” profile).

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