How do I generate a "last visit" report for my solo practice?

The "Last visit (within last year)" report will display each chart's last visit within the last year and their upcoming appointments (if any). Read on to learn how to generate it. 

1. From your main dashboard, click on "Reports."

2. Go to the "Calendar" section. 

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

4. Click on "Generate report." 

5. A pop-up will appear, indicating that the report generation has begun. While it's being generated, you can continue working on other tasks. Once the report is ready, you will be notified and can access it in the ''My Downloads'' section. Click on "Yes, proceed" to continue.

Note: To learn how to access the ''My Downloads'' area, please click here.

If you have any questions, please contact us.