How do I generate a "last visit" report?

The "Last visit (within last year)" report will display each chart's last visit within the last year and their upcoming appointments (if any). Users can filter by a single or multiple clinicians. Read on to learn how to generate it. 

1. Click on "Reports" from the "Owner" level menu.

2. Go to the "Calendar" section.    

3. Choose "Last visit (within last year)" from the drop-down. 

4. After selecting a filter under "Select clinician(s)," click "Generate report."

5. The following pop-up will appear, informing you not to close the tab while generating the report. You can continue working on other tasks in a different tab. Click on "Yes, proceed" to continue.

6. Once your report is ready to download, click on the "Download now" button. 

7. The report will be downloaded to your computer in .CSV format. 

If you have any questions, please contact us.