Flows/Generate and view a report
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Steps
- Open the patient, encounter, or account covered by the template type.
- Open its Reports section and select an Active template.
- Generate the report.
- Open the generated report to view, download, or print it.
- Archive it with a reason when it should no longer be active, or generate it again when updated output is needed.
Expected Outcome
Care stores a generated PDF or HTML report separately from its template.
📝 Note
Generating a report for a completed encounter also requires the completed-encounter report permission.
Related
- Concept: Concepts/Report Template
- Reference: References/Report & Templates