Generating the Patient Followup Notes Report

The Patient Followup Note Report lists all notes recorded during the selected time period that are marked for follow-up. If you are using the follow-up functionality, run this report regularly to find notes that require follow-up.

1. Click Reporting and select Standard Reports.
2. Click Patient Reports.
3. Click Patient Followup Notes.
4. Enter the date range to print, or select dates from the calendar.
5. 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
6. 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.