Reports & Analytics

Reports & Clinical Notes Overview

Clinicians, Admins reports clinical-notes documentation search

Reports (?page=reports) is the hub for documenting, generating, searching, and managing all clinical notes across the practice — distinct from patient-specific notes viewed on a single chart's Notes tab, this is the practice-wide search and reporting surface.

Step-by-step

  1. Go to Reports.
  2. Search/filter clinical notes across patients (by patient, date, note type, doctor).
  3. Generate reports as needed for compliance, audits, or clinical review.
  4. Open any note to view the full entry or jump to that patient's chart.

Common issues & fixes

check the search filters (date range, note type, assigned doctor) aren't unintentionally narrowing results.
permission-based scoping may apply depending on the "mine vs. all" pattern used elsewhere in the app for doctor-role accounts.

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