How to create a report
Go to the Patients page and select the client you want to generate a report.
Open the Reports tab.
Click New Report.
4. Choose a date range to include (for example, April 1–June 30).
5. A report will be generated based on all notes created during that selected period.
About the report
The report compiles each note from that timeframe into one organized document.
It’s formatted for easy sharing, reviewing progress, or maintaining records.
Custom report templates
Need your reports in a specific format — an insurer's form, an agency form, or your own layout? Our team can build it as a custom report template for your account.
Send the form to support as an attachment, or list the sections you need. We'll usually have it ready within one business day. Once it's added, it appears as an option when you create a new report, and you set the date range the same way.
Tip
You can create as many reports as needed for different periods — for example, quarterly, monthly, or yearly summaries.