This short guide will show you how easy it is to download or print a copy of a given client's data. Data includes both fields completed by your client in a questionnaire, as well as notes written by you during a consultation with your patient or after. This can be useful if you want to keep local records in your computer/system, if you want to print a copy for your client, or if you want to bring a client record home to study it after work.
You can watch this short video explaining the process. Alternatively, please consider following the steps detailed below.
Step 1: Go to Reports, on the left hand side menu.
Step 2: Click on New Report, on the top right of the screen.
Step 3: Select the client whose data you want to download from the dropdown menu.
Step 4: Choose which data to include in your report. You can tick/untick any number of categories both for private notes and questionnaire data. These categories contain different data fields group together. For example, personal details will include your client's name, age, gender, etc as specified in the questionnaire. If in doubt, tick everything, you will be able to remove data you don't need later.
Note: Please take into account that NutriAdmin will only show you categories that contain data. If a client's record is empty, no categories will be shown.
Step 5: Click on Generate report.
Step 6: You can edit/delete/move data fields by hovering over them with your mouse, then choosing the appropriate option from the buttons in the blue overlay. Check the image below to see an example.
Step 7: When you are done editing, you can download your report by clicking on the Download PDF button, on the top of the screen.
That's it. The complete process should take you a few minutes or even less if you decide to print everything without editing. Reports can be used to download your client's data, but also to create documents by leveraging templates. You can click here to watch a video tutorial about the reports functionality in NutriAdmin.