Connect and Coach enables you to prepare a snapshot report to send back to the referrer. To prepare this report:

Search for patient2

Select Patient
  1. Click the Patients tab.
  2. To locate a patient, you can search by First Name and/or Last Name. The smart search will populate all records with matching information until you narrow down the search to your patient.
  3. Click on View Patient Details to access the patients’ record
The Patient Information screen opens.


Create Snapshot Report
  1. From the Reports drop-down box, select Snapshot Report.
  2. Click the button that reads Click to generate selected report.

A Snapshot Report opens in a separate window. You can print and mail or fax this report as dictated by your policies and procedures.