How to run reports

    in Treatment Notes

    Treatment Notes reporting is essential for every school. Whether you need a quick summary of notes created within a given time period… to perhaps finding out how many students presented with a particular problem – finding the information you need will be quick and efficient.

    • Step-by-Step Instructions
    Go to Front Desk.

    Go to Treatment Notes.

    You will now have 5 options:

    Insights
    Useful for a quick summary during a given time period.

    Using Date Search, modify the filter option as needed and click Search.

    The resulting report will outline visits within the selected time period by template, number of notes written for each template, and the total and average duration of visits.

    Most Common displays the common reason(s) that were selected for that template.

    These reasons only display if there is a Check In dropdown list (such as Reasons for Visit) associated with your template. If there is a tie between multiple reasons, you will have an option to view more.

    Frequency is the number of times the Most Common list value was selected.

    Search by Student
    Useful when searching for details on one particular student.

    Enter the student’s last name in Search By Student.

    Filter by all notes, user name (of the person who created the note), or treatment template name.

    Click Search.

    The report will list visits in chronological order, beginning with the most recent.

    Keyword Search
    Useful when searching for a specific word in the treatment notes, such as “flu” or “headache.”

    Enter your keyword in the keyword search box.

    Filter by all notes, user name (of the person who created the note), or treatment template name.

    Click Search.

    The report will list visits in chronological order, beginning with the most recent.

    Date Search
    Useful when searching for treatment notes created within a specific date range (shift changes for example).

    Select the date range.

    Filter by all notes, user name (of the person who created the note) or treatment template name.

    Click Search.

    The report will list visits in chronological order, beginning with the most recent.

    List Search
    Useful when searching for notes containing details from your dropdown fields (such as searching for notes containing “Concussion” from the dropdown fields).

    Select the dropdown criteria required.

    Filter by all notes, user name (of the person who created the note), or treatment template name.

    Click Search.

    The report will list visits in chronological order, beginning with the most recent.

    • Tips and Tricks

    Use this feature for shift change reports, interdepartmental communication reports, date range reports, or running reports specific to the user or to the treatment note template used.

    • User Permissions Required For This Guide

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