Visit Notes report - Define tab
Path: Reports>Clinical>Visit Notes
Path: Patient>Documents>Visit Notes
Use the Define tab to define the information you want to include in the report. Specify the conditions for generating the report.
This tab contains the following sections you need to complete:
- Filter By
- View By
- Selection Criteria – not available from the Patient component
- Options – not available from the Patient component
Filter By
Specify for what period you want to view the visit notes:
| Option | Description |
|---|---|
|
Current Admission Period |
Show visit notes for the active admission. |
|
Current Certification Period |
Show visit notes for the current certification period. |
|
Begin Date, End Date |
Specify the start and end dates of the period for which you want to show visit notes. |
|
Most Recent Visits |
Show visit notes for the certain number of visits starting from the most recent one. |
View By
Select the patients you want to be shown on the report:
| Option | Description |
|---|---|
|
Summary |
View information about both homebound status and plan for next visit. |
|
Homebound Status |
View information about homebound status only. |
|
Plan for Next Visit |
View information about plan for the next visit only. |
Selection Criteria
To include specific data in the report, select the following check boxes:
| Option | Description |
|---|---|
|
Specific Patients |
Run the report for specific patients. |
|
Specific Branch |
Include only patients of a specific branch. |
|
Specific Team |
Include only patients of a specific team. |
Options
To define options for branches and teams, select one of the following:
| Option | Description |
|---|---|
|
Show Branch on Report |
Show branch in the header. |
|
Show Team on Report |
Show team in the header. |
|
Sequence by Branch |
Group patients by branch. |
|
Sequence by Team |
Group patients by team. |