CT6016 – Notes

Function:

Notes are available in many areas of the system. This report will print all notes both user and system generated. Notes can be printed by category, target dates, assigned to, status, patient ID or account.

 

Usage:

Filter by Date of Service, Create Date range, Target Date range, Follow Up user name, Completed flag (yes or no), specific patient Account(s), or Notes Category.

Sort by Patient Name, Note Date (create date), target date,  Follow-Up By or Category.  Default is Target Date.

Group results by Category.

 

Hints and Tips

• INCLUDES all Visit Notes unless otherwise specified. Consider specifying a Target Date range and/or Completed Flag = No.
• Follow Up user name entry is not case-sensitive, but must include correct characters to accurately report.

 

Example

To see a list of all Notes with a specific follow up note, specify Target Date range of last week through next week (or beyond), Completed = “No” and key in the text to be filtered for in the Follow Up field.  Consider sorting by Target Date.

 

Sample Report:

For details on available output types, please see the Reports Overview help page.

 

 

Report Filter: