Family Setup: Family Service Activity Report

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Patients only appear if they have a signed SA021 Service Activity Log done within the filter Date Range.

1. Go to Reporting 🡪 Reports.
   
   
    
2. In the search bar enter “Family” and hit enter.
   
   
    
3. Select the Family Service Activity report.
   
   
    
4. DOS - Date Range- Select the date range that corresponds with the signed and completed SA021 Service Activity Logs.
   
   
    
5. Family Name Filter- Remove the flag for NULL and type the family name you want to search for.
   
   
    
6. Choose Family- Select the family from the drop-down list.
   
   
    
7. Patient Name Filter- Remove the flag for NULL and type the patient name you want to search for.
   
   
    
8. Choose Patient- Select the patient from the drop-down list.
   
   
    
9. View Report- Edit any additional filters and click the view report button to run the report.
   
   

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