How do I generate client medical details report?

You will need to enable the report in Organisation Settings-->Staff-->Staff Positions-->Position Access--> Reports and Forms --> Client Medical Details

One enabled for your position, you can access this report here:

The report will have the following filtering options in the pre-screen:

• Group selector

• Client selector

• All clients checkbox

• Include inactive clients checkbox

The Client Medical Details Report includes all the fields from the medical tab of Client Details and will also contain:

• Client First Name

• Client Last Name

• Client Number

The report can be exported to PDF, XLS and CSV via the export button