Click here to return to the Family Setup Library table of contents
Patients only appear if they have a signed SA021 Service Activity Log done within the filter Date Range.
- Go to Reporting 🡪 Reports.
- In the search bar enter “Family” and hit enter.
- Select the Family Service Activity report.
- DOS - Date Range- Select the date range that corresponds with the signed and completed SA021 Service Activity Logs.
- Family Name Filter- Remove the flag for NULL and type the family name you want to search for.
- Choose Family- Select the family from the drop-down list.
- Patient Name Filter- Remove the flag for NULL and type the patient name you want to search for.
- Choose Patient- Select the patient from the drop-down list.
- View Report- Edit any additional filters and click the view report button to run the report.