Pro Tips: Search or Print a Client’s Entire History

Pro Tips: Search or Print a Client’s Entire History

There are many situations where you need quick and easy access to a client’s medical record. Maybe there’s an important observation you made months ago in a progress note that you can’t quite remember. Or maybe the client is moving away and needs a full printed copy of their record.

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No matter what the need is, BreezyNotes EHR’s Client Report makes it easy to locate or print a small snippet or large chunk of the client’s record.

Access the report

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To access the report, simply go to the client summary and click “Report” under the client’s name.

From there, you can:

Find exactly what you need

With many options, you can easily find the information you need in seconds.

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The Client Report allows you to display:

  • Demographics
  • History
  • Insurance
  • Billing
  • Client Notes
  • Releases/Referrals

If you are looking at client notes, you can also choose exactly which notes you would like to see.

search-client-reportThe results are fully searchable. So if you couldn’t quite remember what that important observation was, or needed more context, you could easily search for it.

Print exactly what you need

Once you’ve assembled your report, printing it is easy. You just click “[Printable Version]” near the top of the report and then use your browser’s printing function.

 

It’s just a few clicks to get that client their full printed medical record.
The Client Report puts everything you need to know about the client in a readable, searchable and printable form in just a few clicks. It’s another way we keep things simple, friendly and responsive to your needs.

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