Issues and Recommendations

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Issues and Recommendations

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1.Choose Visit Summaries from the Visits menu at the top of the screen.

2.Choose the criteria you wish to report by (i.e. StatusService CategoryProvider, etc.).  Select as many as you deem necessary to achieve the results you are looking for.  This will filter the information to suit your needs.

3.Click the Reports button located in the lower-left portion of the screen.  The Report Options screen pops up.

4.If the format for your Issues and Recommendations report was saved as a Report Format, select the name of the desired Saved Report Format by clicking on the name located in the white box below the Saved Report Formats heading in the lower-left portion of the screen.

5.Otherwise, click on Issues & Recommendations under Standard Reports in the upper-left portion of the screen. This report is the only report that is based off of the Note Macros in the visit, not the ones you can edit on the left side of the screen in the visits.

6.The Issues and Recommendations report is static.  The only Report Options you can change are the Office Name, Address, and Phone Number information that appears in the report heading.  See the Report Options help page for more information on how to format your report.

7.When you have the desired format, Select a Print Option and click Print.

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