Create a Clinical Report from the Chart (Article)

To create a clinical report from a case's chart, go to caseload on the left navigation menu and select the client. Go to the chart page. 

Click the + Add Chart Item button at the top right of the page. 

Select clinical report from the chart item list.

Select the clinical report you'd like to create for the client and confirm the date of the report and the report period. 

Click next and begin completing the report for the client.