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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