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Classic: Creating Reports

  • Go to the Reports Tab

  • Click New Report

  • Expand the Other Reports folder

  • Find and click the SOAP Notes report type, then click Create

  • Choose Show All Soap Notes

  • Choose Session Start Date Field

  • And a time frame you would like to report on

  • Drag and Drop fields you would like to see in the report

  • Click Run Report

  • When satisfied, you can click Save

  • Name and save the report

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