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ClinicSource Ideas
Status Future consideration
Categories Reports
Created by Susan Hunter
Created on Feb 7, 2023

Reports - Have the ability to select our own criteria for a report

On the reporting screen, provide the option to create our own custom reports by selecting our own criteria (reportable fields listed) and saving these reports to reuse.

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  • Pablo Latorre
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    Feb 12, 2024

    Dynamic reporting : Great example of this is Treatments report or the Patient List report (all of which are fixed reports). There are other data points within the patient profile and payor information that could be extracted to make the reports more detailed and meaningful to the individual clients.