Generating the Eyewear Consultant Patient Recall Report

The Eyewear Consultant Patient Recall Report lists patients with orders invoiced by a single employee within the date range you specify. This report helps employees follow up with patients to see how their eyewear is working for them or to send thank you cards.

1. Click Reporting and select Standard Reports.
2. Click Patient Reports.
3. Click Eyewear Consultant Patient Recall Report.
4. Enter the date range to print, or select dates from the calendar.
5. Select the employee from the Resource drop-down list.
6. Click Generate Report.

   The report opens in a new window.

   If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
7. To export the report, perform one of the following steps:
   • Click Export to PDF to open the report as a PDF file.
   • Click Export to Excel to open the report as an Excel spreadsheet.