Reports: Custom Naming

In this article we will walk you through how to generate and custom label your reports.

This feature is available in the following two area:

• Clinician Notes
• Rehabilitation Plan
   

To access this feature, navigate to the patient file and select Clinician Notes on the horizontal  menu.
You can either create and save a new note, or on an existing note, click on the PDF icon on the top left corner.
Then select Generate Consultation Record from the options.



In the screen that appears, you can enter the name you would like to appear on your report and also add a comment to be included.
And select Generate Report



It will then give you a preview of your report with its custom name. If you are happy select Looks Good! Continue



Once you select 'Continue,' you will have the option to save your report. The report will then be saved in the General Notes pane, which you can access by clicking the '+' next to the patient's name



To give your reports a custom name in the Rehabilitation Plan screen, first navigate to the 'Generate Reports' screen, then select the report you would like to create.



Just like you did in the Clinician Notes, enter the name you would like to give your report.
Then scroll down and select Generate Report.



It will then give you a preview of your report with its custom name. If you are happy select Looks Good! Continue

Once you select 'Continue,' you will have the option to save your report. The report will then be saved in the General Notes pane, which you can access by clicking the '+' next to the patient's name.


We appreciate you taking the time to read this article. For any additional questions or queries, kindly reach out to Healthware Support.