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Flows/Generate and view a report

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Revision as of 17:13, 14 August 2026 by Admin (talk | contribs) (Create version 3.1 platform flow from docs commit 38d3e1f (via create-page on MediaWiki MCP Server))
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flowplatformCARE 3.0+

Steps

  1. Open the patient, encounter, or account covered by the template type.
  2. Open its Reports section and select an Active template.
  3. Generate the report.
  4. Open the generated report to view, download, or print it.
  5. 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.