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.
Darrell Lee
May 28, 2025
I agree. Being able to create custom reports would be amazing. The example provided in the other comment on this idea is a perfect example.
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.
I agree. Being able to create custom reports would be amazing. The example provided in the other comment on this idea is a perfect example.
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.