Preview all Clinical Notes

A report of all notes entered into a patient's treatment can be previewed.

Run the Report

1. Go to Patients > Treatment tab

2. Treatment menu > Preview all Clinical Notes

   1. 1. All treatment notes entered for the patient will be reported.
         

      2. Click Retrieve to filter Clinical notes
         1. Select date range
         2. Provider: Select provider
         3. Sort by: Select how clinical notes will be sorted by
         4. Item: Select items to be included
            1. All items: All item codes will be included
            2. Non-treatment: Items marked as non-treatment will only be included
            3. Non-Reporting: Items marked as non-reporting will only be included
            4. Table/Grid: To report on table/grid notes only
         5. Include Non-Treatment Items: Tick to include Non-Treatment Items
         6. Include Non-Reporting items: Tick to include Non-Reporting Items
         7. Custom: Click to select a particular item number/s 
         8. Tooth: Enter tooth number 
         9. Surf: Enter tooth surface
         10. Find text: Enter text to search for
         11. Click OK

Clinical notes shown as