A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.

The Notes report displays all notes entered by Users in a specified date range.  

1. From the Data Mining section, hover over Patients and click Notes.


2. Set the Search Criteria and click RUN REPORT.

 

· Use the CENSUS drop-down menu to filter the results by a specific Census.

· Use the ROUNDER drop-down menu to filter the results by a specific Rounder.

· Use the AUTHOR drop-down menu to filter the results by a specific Note author.  

· Use the START DATE and END DATE pickers to select the date range you wish you view.

· Use the SORT BY drop-down menu to sort the results by Patient, Census, Rounder, Author, or Date/Time Stamp.


3. Results will display on the right side of the screen.


4. To print or download the report, click PRINT/DOWNLOAD.


5. Click PRINT or DOWNLOAD in the pop-up, as appropriate. Downloaded reports will export to an Excel CSV file. Printed reports will open in a separate tab for printing.