Version 20.4
Path: Clinical tab > School/Camp Reports button
Overview
Standard patient-specific forms, such as Demographic print-outs, Immunization records or generic School/Camp reports, are available to be printed from OP or sent to the patient's portal account. Additionally, custom patient-specific forms can also be printed or sent to the portal once they have been added to OP.
Print a Standard or Custom End User Report
- Navigate to Patient Medical Records Manager by following the path above.
- Search for and select the patient.
- Click the Standard Reports tab or the End User Reports tab, depending upon what form you want to print.
- Select the checkbox for the report to run.
- Click the Print button and select a printer. The Medical Record Disclosure Tracking window is displayed
- Complete the information, and click OK.
Send a Standard or Custom End User Report to the Patient Portal
- Navigate to Patient Medical Records Manager by following the path above.
- Search for and select the patient.
- Click the Standard Reports tab or the End User Reports tab, depending upon what form you want to send to the portal.
- Select the checkbox for the report to run.
- Click the Share to portal checkbox.
- Click the drop-down and select from the calendar or enter an expiration date in the Portal Exp Date field.
Note: The Portal Exp Date field will populate with the Default Document Expiration Date set in the Portal tab of System Preferences. |
- Click the Print button to send the report to the portal. If you do not need to print the report, close the print window.
Version 20.3
Path: Clinical tab > School/Camp Forms button > End User Reports tab
Overview
Standard patient-specific forms, such as Demographic print-outs, Immunization records or generic School/Camp reports, are available to be printed from OP or sent to the patient's portal account. Additionally, custom patient-specific forms can also be printed or sent to the portal once they have been added to OP.
Print a Standard or Custom End User Report
- Navigate to Patient Medical Records Manager by following the path above.
- Search for and select the patient.
- Click the Standard Reports tab or the End User Reports tab, depending upon what form you want to print.
- Select the checkbox for the report to run.
- Click the Print button.
- Complete the information, and click OK.