Creating & Sharing Reports

Generate a patient report, choose which sections to include, and share it by print, PDF, or email.

Creating a report

1. Under the patient's consultation, click Create Report.
2. Customise your report by selecting or deselecting sections - Summary Graph, Results Tables, Category Details, Summary and Suggestions, and their sub-sections.
3. Once complete, click Finish.
4. Click Cancel instead, if you are not sharing the report at this time.

Printing a report

1. Under the patient's consultation, click Create Report, then Finish.
2. Select a printer and click Print.

Saving a PDF report - computer

1. Under the patient's consultation, click Create Report, then Finish.
2. Click Save and choose where to save the PDF on your computer.

Saving a PDF report - tablet

1. Under the patient's consultation, click Create Report, then Finish.
2. Click the Share icon.
3. Select Save to Files.

Mailing a PDF report

1. Under the patient's consultation, click Create Report, then Finish.
2. Click the Share icon and select Mail.
3. Complete the email address and send.

Quick email copy and paste

If you don't have the patient's email address on hand, you can copy it directly from their profile.

1. Click Edit on the patient's profile.
2. Select and copy the patient's email address.
3. Click Create Report, then Finish, then the Share icon, and select Mail.
4. Paste the patient's email address and send.