Patient Record Report

The Patient Record Report compiles a detailed extract of the patient record within a specified date range in an Excel format.

As this may include the complete patient record, you must enter a password before running this report. This password is required to open the Excel report.

All compiled reports are saved to the following folder: P:\Extract\$Patient Record

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Encounter Report

Based on the Full Patient record, a Word format encounter report.

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SmartTags

There is also a Microsoft Word SmartTag document that also provides a Full Patient Record. This has no date range option. It simply creates a complete extract of the whole patient record.

Save the file to a folder anywhere in P:\Wordproc\template and as long as you have SmartTags set up it automatically compiles the data from Consultation Manager - Add - Correspondence when selecting this document.

Helpline can assist in setting up SmartTags if required, for example, if it doesn't work when you try to open it.

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Updates

  • v5 updated: 14/05/2019. This version now includes the drug name entered with the drug allergy
  • v4 updated: 15/04/2019 This version only includes A>Z clinical data if it exists in the patient record, as well as some of the examination/lifestyle data. Previously if this didn't exist it would show as "not found"
  • v3 updated: 29/01/2018 - NOTEPAD entity in report now includes a date reference.
Note - These are stand-alone reports. Download and save this file to a shared folder (within either G:\ or O:\ or P:\ drives) and open it from the saved folder (DO NOT open and run this file from this link) then follow the instructions within the Excel report.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.