How to Run the Medical Data Report

In this guide, we’ll walk through the steps to run the medical data report, which gives an organized view of all responses to questions in medical forms filled out by your clients.

Step 1: Install the Medical Data Report

To install, go to Setup, select App Marketplace under Developer & Other, and click App Marketplace again.

Find "Medical Data Report" on the App Marketplace page and click on it. On the Medical Data Report page, click "Install."

After installation, exit the page, go to Analytics in the sidebar, and select Medical Data Report to access it.

Step 2: Select a Medical Form

In the "Select Medical Form" field, choose the form you want to view. You can also include deleted or deactivated forms. You can use the search bar to search for a form by name.

Step 3: Choose Form Versions

Select the versions of the form to include. You can choose specific versions or select all. Each time a medical form is edited and saved via Medical Form Templates, a new version is created.

Step 4: Set the Time Period

In the "Select Time Period" field, specify the date range for the form responses you wish to include. You can choose predefined options or enter a custom range.

Step 5: Choose Locations

In the "Select Location" field, choose the locations for which you want to view form results. The report will display forms based on the location tied to the related appointment, or if the form isn’t linked to an appointment, the primary location of the staff member who completed it.

Step 6: Select Custom Fields

In "Select Custom Fields," choose any custom and system fields (related to client, appointment, invoice, or service) to display in the report along with corresponding responses.

Step 7: Run the Report

Click "Run" to generate the report. Results will appear in a table below the filters.

The report format is organized as follows:

• Row per client
• Column per client data (e.g., first name, last name, email, etc.) and questions from the medical form.

• Adjust the page size to display 20, 50, or 100 results, and use the page switcher to navigate between pages.
  
  
• On the left side of the table, you’ll see system fields like form name, type, version, creation date, client name, client ID, related appointment (if any), and location. Form questions and responses are shown to the right.

Step 8: Customize Columns

To rearrange columns, hover over the column header, click on it, then drag and drop it into your preferred order.

You can filter individual columns by hovering over the column header, clicking the three-line icon, and selecting an operator from the options provided.

To reorder the results within a column, simply click on the column header. This will sort the entries alphabetically (A-Z) or numerically (lowest to highest).

Step 9: Filter Results Using the Search Bar

Above the table, use the "Search" bar to filter forms by input values in responses or system fields.

Step 10: Export the Report

To save the data, click "Export," choose the file format, and click "Export" again to download the report.

By following these steps, you can view and manage client responses to medical forms, allowing you to organize, filter, and export data efficiently for your records.