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Version: 3.1

How to generate a report from a template

Overview​

This flow describes how to generate a report from a report template in Care. At the end, the report file is attached to the record, and you can view or download it.

Pre-requisites​

  • The record that supplies the data exists in Care, such as an encounter, a patient, or an account.
  • The facility has an active report template for that kind of record.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Read TemplateSee the list of templates that you can use.
Can generate report from templateGenerate the report.
Can Create Template on FacilityCreate a template from the list, if none is suitable.

Note: To generate a report on an encounter that is complete, you also need the permission to generate a report for a completed encounter.

Steps​

1. Open the record​

Open the encounter, the patient, or the account that the report is about.

2. Open the Reports tab​

Select Files. Select the Reports tab.

Care lists the reports that users already generated for this record.

3. Select a template​

Select Generate Report. The Available Templates panel opens, and lists the active templates for this kind of record.

If no template is suitable, select Create Template to make one. See Create a report template.

4. Generate the report​

Select Generate Report on the template that you want.

Care starts the report, and shows the progress. Only one report can be in progress for a record at a time.

5. Open the report​

Wait until Care confirms that the report is ready. Select Refresh if the list does not update.

Select the report to view it. Select Download to save the file.

Expected Outcome​

  • Care confirms that it generated the report.
  • The report appears in the Reports tab of the record.
  • You can view, download, or archive the report.

Concepts:

Flows: