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Clinical users: How to view the visit report

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Once an appointment is complete, you can go back and review the visit’s report. This includes all information entered in the chat, any notes you may have provided, any attachments your patient or client has sent, prescriptions, requisition forms, and diagnostic imaging forms.

1. Click Visits.


2. In the list, locate and click the completed appointment you’d like to review.


3. At the top of the visit’s details screen, click View visit report.


4. A new window will open with a plain text version of all your visit’s details, which can then be copy and pasted.