Clinical Treatment Notes by Item


This report is used to view all clinical notes information relating to a specific item(s). 

Run the Report

  1. Click the navigation menu > Management > Reports page

  2. Open the Clinical Treatment Notes by Item report

    1. Date: Select the period to base this report on
    2. Location: Select the location to base this report on
    3. Provider: Select the Provider or <Any Provider> 
    4. Procedures: Select the items to base the report on
    5. Show obsolete items as well: Tick to include items marked as obsolete since use
    6. Show inactive providers as well: Tick to include inactive Providers
    7. Click OK

Report Details

Within the report, it is possible for those with security permission to edit/add to the notes. 

 For Provider

 The Provider  of the item which notes are attached to.


 The item the notes are attached to.


 The Patient the item and notes are attached to.

 Card ID

 The Patients' card number.


 The Patients' home phone number.


 The Patients' work phone number.

 Treated Date

 The date of the item.


 The notes attached to the item.
 The notes can be edited provided the user has security permission to do so. 
 Set Security on Modules/Features/Actions
 Set Security Permissions


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