Flows/Generate and view a report: Difference between revisions

|summary=This flow describes how to generate a report for an encounter from a report template. You can then view the report, download it, print it, or generate it again.

== Overview ==

This flow describes how to generate a report for an encounter from a [[Concepts/Report Template|report template]]. You can then view the report, download it, print it, or generate it again.

== Pre-requisites ==

* The patient is registered in Care, and the patient has an encounter at the facility.

* The facility has at least one Discharge Summary template with the status Active.

* You have the permissions listed below.

== Permissions ==

{| class="wikitable"

|-

! Permission

! Access

|-

| Can Read Template

| See the report templates in the Reports section. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.

|-

| Can generate report from template

| Generate a report from a template. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.

|-

| Can generate report for completed encounter

| Generate a report when the encounter is complete. Facility Admin and Admin have this permission.

|}

{{Note|1=If the encounter is complete, you need both Can generate report from template and Can generate report for completed encounter.}}

=== 1. Open the encounter ===

Open the encounter of the patient.

Go to the '''Overview''' tab.

=== 2. Open the Reports section ===

Go to the '''Reports''' section of the Overview tab.

Care shows a button for each Discharge Summary template with the status Active at the facility. Each button carries the name of the template.

=== 3. Select a template ===

Select the button of the template that you want.

Care opens the report viewer for that template and that encounter.

If no report exists for this template and encounter, Care generates one.

{{Note|1=Care generates the report in the background. Care checks the progress until the file is ready, or until the time limit ends.}}

=== 4. View the report ===

Care shows the rendered PDF or HTML file in the viewer.

From the viewer, you can do these actions:

* Download the report.

* Print the report.

* Generate the report again. Generate the report again after the encounter data changes.

=== 5. Open an earlier report ===

The viewer lists the reports that Care generated before for this template and this encounter.

Select an earlier report to open that version instead of the latest one.

* Care generates a report for the encounter from the selected template.

* Care shows the report in the viewer, and you can download it or print it.

* Care keeps the earlier reports for the template and the encounter, and you can open them again.