Patient Findings Report

Run the Patient Findings report to obtain the data you have recorded on the Findings page of the patient folder for the patient's current treatment phase. You can generate the report for an individual patient or a subgroup, choose one or all of your practice specialties if you have Edge Specialist, and select which findings to include.

Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report. (If the report settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

Patient - If a patient record is already active, that patient's information will be loaded automatically. Otherwise, you use Fast Find (either typing information or swiping a registered reward card) to search for the patient to work with. Or, leave the Patient field blank to run the report for all patients, or to select a subgroup.

Specialty - If you have Edge Specialist, you can choose to include only records for a specific specialty, or include the records for all specialties in your practice.

Headings - Select the findings headings you would like to include on the report. If a patient does not have any findings information listed within a selected heading section, that heading is not printed on the report. In addition, if you have Edge Specialist, only headings for the selected specialty will be included. You can select All Headings at the bottom of the list to include all findings information on the report.

Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.

View Report Results

If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options. You can use the arrows in the View section of the ribbon bar to view additional pages of a multiple-page report. You can also use the dropdown button or type a number in the zoom field to change the size of the report in your window.