Patient Reports Dashboard

A patient’s reports dashboard lists completed and in-progress reports, in addition to other details relevant to the patient.

To navigate to a patient’s reports dashboard:

1. log in as a staff member with the permissions to view patient reports
2. search for the patient
3. click the Report link for the relevant patient

From the Patient Reports Dashboard you can:

• Create a New Report
• Create Quotes
• View Records
• More

Work in Progress

If you have a Work in Progress report, the navigation will change.

• Resume Report Journey
• Report Summary

If you click on the Patient’s Name you will be taken to the Report Summary

Delete a work in progress report

Click on the trash can to delete a work in progress report

Submitted Reports

Submitted reports can be found on the patient report dashboard under the Submitted Reports heading

When a report has been submitted by the doctor, you can:

• View the report by clicking on the patient’s name
• Perform a number of actions on the report by clicking on the dot menu button on the right of the relevant:
  • Recall the report
    • Reports may only be recalled if:
      • they have doctor permissions only
      • they are the staff member who submitted the report
    • Recalling the report will:
      • Remove the report from the patient’s portal
      • Change the status to Work in Progress
  • Send the report
    • An email will be sent to:
      • Patient
      • Referring Doctor (if set)
    • A WhatsApp will be sent notifying the patient that their report is ready
  • Download the report
  • Download a dentist letter
  • Download the photo observations associated with the report