Exploring Patient Summary Reports
How to Export Patient Summary Reports
This article provides a step-by-step guide on how to export patient reports within your selected date ranges, with the added option for clinicians to include personalized notes in the report.
🔒 Hidden Feature Release
This feature is currently hidden and pending activation. Please review with your DST representative to determine readiness and training needs. Once approved, it will be enabled for your clinic.
1. Open Patient Profile
To export the patient summary report, from the main clinical dashboard select the patients tab and search the patient ID.
2. Select Quick Actions
Once you click on Quick Actions, a dropdown menu will appear. From the list, select Summary Report.
3. Select Date Range
After selecting the desired date range, all readings recorded by the patient within that time period will be displayed.
4. Select Readings to Export
On the left-hand side, you'll find a list of checkboxes that you can select to choose the readings you want to export.
5. Export the Report
Once you've selected the readings you want to export, you can add a note to include in the report. When you're finished, simply click "Save" to export the report as a PDF.
Including a copy the summary note into the patients note
If you choose to include a copy, the note you've added to the report will also appear in the patient's note once the report is exported
Below you will see the "TEST NOTE" under the patient's notes.
