Skip to main content

View a Visit Report

How to view a Visit Report​

There are three ways you can view a visit report:

First way​

Path: Log in -> Dashboard -> Calendar & Appointments -> Calender View -> Click Appointment -> Control Visit -> Report -> Report PDFs

Second way​

Path: Log in -> Dashboard -> Calendar & Appointments -> Appointment List -> Locate Appointment -> View & Edit Visit Details -> Control Visit -> Report -> Report PDFs

Third way​

Path: Log in -> Dashboard -> Reports -> Financial Data -> Locate Appointment -> View Report

Whichever way you go with only the first step differs.

  1. From Calender & Appointments on the Dashboard, go to Calendar View, click the desired visit, scroll to the end of the pop up window and click Control Visit, scroll to the bottom of the page and click on the Report button or
    • From Calender & Appointments on the Dashboard, go to Appointment View, locate the desired visit row, scroll to the end of the row and click, under the Actions column, on the View & Edit Visit Details button, scroll to the end of the pop up window and click Control Visit, scroll to the bottom of the page and click on the Report button or
    • From Reports on the dashboard, go to Financial Data, locate the desired visit row, scroll to the end of the row and click, under the Actions column, on the View Report button.
  2. You will be redirected to the Report Dialog for this visit.
  3. You will see a summery of the visit. From here, press Report PDFs.
  4. You can then preview/download :
    • Specific parts of the visit in PDF form,
    • A complete visit report.