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