A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.
The Forms report displays the information entered in specific Forms. Forms are custom-created for your Practice in the Administration section. For more information, see EVOLVE HOW-TO GUIDE - Administration - Manage Forms.
1. From the Data Mining section, hover over Patients and click Forms.
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 FORM drop-down menu to select the Form you wish to view.
· Use the SORT BY drop-down menu to sort the results by Patient, Census, Rounder, Author, Date/Time Stamp, or Field.
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.