Reports (Web App)

Saving a Clinical Review Report Profile enables you to conveniently access your Report without the need to reselect all the parameters each time. Saving time and ensuring consistency in the displayed information, streamlining your reporting process.

• This user manual will start on the Reports screen.

• For more information regarding the Reports screen, please refer to the user manual: Navigating and Understanding the Report Screen.

• Click on the Clinical Reports tab.
  

• The Clinical Review screen will open.

• For more information regarding how to use the Clinical Review screen, please refer to the user manual: Clinical Review Screen: Navigation and Use.

• Double-click on the desired Workflow Event you would like to Save & Generate a Report for.

Please Note: For the purpose of this user manual the Sick Note will be used.

• The Criteria screen will open.

• Select all the Parameters and Criteria of the information you wish to display on the Clinical Review Report. For more information, please refer to the user manual: How to Generate a Clinical Review Report.

Please Note: Certain Workflow Events will not have any Criteria that can be used to create a Report Profile.

• Click on the drop-up menu on the Generate Report button.

• Click on the Save & Generate button. 

• The Save New Profile screen will open. 

• Click on the New Profile Name field to enter the Name that you want to allocate to the Report Profile. 

• Click on the Ok button to save.
  

• The Report will be generated accordingly.

• Your Report Profile will now be available on the Report Profile drop-down menu.

Please Note: The Profile will only be available on the Workflow Event on which it was set up.