Accessing Provider Notes Reports
Provider Notes can be printed from a report in the Report Library. Alternatively, you can print your current view from your internet browser or screenshot your current screen. Notes can also be exported by right-clicking on any row and selecting Export > CSV or Excel.
NOTE: You must have permission to Reports and the Provider Report Category to utilize reports on the Provider Reports tab.
To access the Report Library:
Click the Reports icon
in the left navigation pane.
Click the Provider tab or the All tab to locate the Text Search Within Provider Notes report.
Report-specific criteria will display, allowing the report to be filtered as needed.
Review Running a Report for additional options.