Clinical Reports
Running Clinical Reports
Clinical Reports give information relating to Client Conditions, Appointments and Treatments linked to those conditions.
- Go to Reports >> Reports and select Clinical from the Report Category list.
- Then select a report in the Report to Run list.
- Set up the filters to select the data to be run for the report.
- Click on Run Report to generate the report.
The Clinical Reports
Click on a clinical report below for a more detailed description.
Report | Description |
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This report shows all Client Appointments that have not been marked as Completed. |
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This report shows Appointments that have not been Associated to a Condition. |
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This report shows Diagnosis and Treatment details. |
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This report shows Client Condition Goals developed with the client. |
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This report shows the Appointment Schedule for a given Clinician and a given Date Range. |
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This report shows a detailed Appointment Schedule for a given Clinician and a given Date Range. |
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This report shows all Clinician Appointment Treatments within a specific date range. |
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This report shows a Clinician Summary within a specified date range. |
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This report shows a detailed summary of all Appointments Allowed, Used and Remaining for clients with appointments in a specified date range. |
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This report shows all Conditions that have been Discharged. |
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This report shows discharged Conditions requiring a follow-up appointment and where the latter has not yet been completed. |
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This report shows treatment outcomes for discharged conditions for a selected date range. |
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This report shows all Appointments that have been not been linked to a Condition and where no Exam Notes have been created or the Exam Notes have not been completed. |
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This report shows Initial consults:Follow-Up consults ratios, which will allow you to track the retention of new patients to the clinic and average numbers of treatments per new referral. |
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This report shows any referrals from one Clinician/Provider to another within the same practice. |