Creating the same reporting package for multiple clients is made easy by utilizing Report Templates.
Accessing reporting templates
Locate reporting templates through the Template Manager (Quick link).
From the client list, select Templates > Reporting:
From the close page, select the arrows next to the Home button > Templates > Reporting
Creating a new reporting template
To create a new reporting template,
Go to the Template Manager (here)
Go to the Reporting tab
Select "Add New"
Save
Editing a reporting template
To make changes to a reporting template,
Go to the Template Manager (here)
Go to the Reporting tab
Select your desired template
Make changes as needed
Save
❗ Any changes made to existing report templates will apply retroactively to all clients that use that template. ❗
Applying a reporting template
Reporting templates can be applied in a number of ways.
From the close page
Under the Reporting tab of the close, users can add a reporting template under Settings > Template
From the Template Manager
Reporting templates can be applied to clients from the Template Manager (here) by selecting a template and clicking Add to Client.
From Practice Settings
From Practice Settings > All client settings > Reporting tab (Quick link)
Add a Management Report Template from the list of drop down options
