Caseload Filters Print/Export Enhancements

Caseload Filters Print/Export Enhancements

Index

  • Sections
    • If you are a Group Administrator, select the user that you want to see.
    • Click the Caseload button.
  • The user's assigned patients will show in this field.
  • You can click this button to toggle hiding inactive patients. This example shows inactive patients.
    • You can click this button to toggle showing patients if the user is the principal or to show all.
      • You will be able to print this list by clicking the button.
      • You can export the report by clicking the button. The Export Options will popup. You will have the availability to choose to export with appointment data or without the the appointment data. Please note that if there are a lot of patients for the user, the export for choosing appointment data may take a while.
      • When the export is finished, you will see the Export File Saved popup window. Click OK.

ICANotes has set up some enhancements for printing caseloads. 

1. From the Chart Room, click the Settings button

2. Once in Settings & Directories:

  A. If you are a Group Administrator, select the user that you want to see. 

  B. Click the Caseload button. 

  C. The user's assigned patients will show in this field. 

  D. You can click this button to toggle hiding inactive patients. This example shows inactive patients. 

  E. You can click this button to toggle showing patients if the user is the principal or to show all.

3. You will be able to print this list by clicking the  button.

4. You can export the report by clicking the  button. The Export Options will popup. You will have the availability to choose to export with appointment data or without the the appointment data. Please note that if there are a lot of patients for the user, the export for choosing appointment data may take a while. 

5. When the export is finished, you will see the Export File Saved popup window. Click OK.

6. Go to the Upload Site to download your new export. Click on the Exports link on the left side and find your report. Choose between Excel and CSV file. 

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