Patient Activity Report

Follow the steps below to run a Patient Activity Report:

  1. Go to Reports.
  2. Click Patient Activity Report.
  3. Enter patient details and click Continue to search.
  4. If more than one patient matches the search, click Select next to the appropriate patient or refine your search.
  5. Optional: Select a date range and include Messages, Surveys, and Telephone Calls.
  6. Click Run Report.
  7. View activity report, click Print in the upper right-hand corner.

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