Generating the Required Note Audit Report

The Required Note Audit Report allows you to list and print all required notes entered for remakes, returns, adjustments, refunds, and/or miscellaneous payments during a time range you select. You can select to print notes recorded by a single resource or by all resources. For more information about required notes, see Setting Up Required Notes.

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Patient Reports.
  3. Click Required Note Audit Report.
  4. Enter the date range to print, or select dates from the calendar.
  5. Select a Resource.
  6. Select one or more Note Types to include.
    • Select Remake to include notes recorded when creating a remake order.
    • Select Return to include notes recorded when creating a return order.
    • Select Adjustment to include recorded when entering an adjustment in Material Orders.
    • Select Refund to include notes recorded when entering a refund.
    • Select Miscellaneous Payment to include notes recorded when entering a miscellaneous payment.
  7. 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

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.