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Visits Report

Review all your records from one place.

Updated over a week ago

To access the Visit Report, follow these simple steps:

1 Click on the Reports tab at the top of the screen.

2 From the dropdown menu, select Medical Reports.

3 Then, choose Visit Report.

Once you're in the Visit Report, you can filter the list based on different criteria like:

  • Date

  • Record status (draft, open, closed)

  • Staff member

  • Patient species

  • Visit type

  • Diagnoses

  • Analysis

📌 The records will be displayed in chronological order, according to the filters you select. By default, the current month's records will appear.

The list contains the following key details:

  • Record number and appointment reason

  • Date

  • Client’s name, phone number, and email address (with an option to message them via chat if they have the app)

  • Patient information (name, species, date of birth)

  • Initial complaint

  • Diagnostic results

  • Final diagnosis

  • Services

  • Products prescribed

  • Treatment plan

  • Suggested recommendations

  • Staff details (job title and full name)

The report can be exported to pdf or csv format.

  • The pdf format includes all the information seen on the report.

  • The csv format is a limited export that contains only basic client and patient information

💡The csv export can be used to contact the clients/patients that visited:

  • for specific visit types, treatments or diagnoses, to follow up on their progress

  • within specific time frame, to follow up on the experience at the clinic

  • and seen by a specific staff member, to understand the service they received

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