Generate Bulk Patient Summary (ZIP of PDFs)

The Bulk Patient report provides information about the patient, their condition, clinical time, patient trends and patient entries. It allows for a clear overview of the patient's condition and the time taken to treat them. The report is generated for all members of a selected group and is designed to inspect numerous patients at a time.

Instructions:

1. Log in to CareSimple.

2. Click on the  Reports tab located on the left side of the portal.

3. Click on + Generate New Report.


4. A new window will appear. Select the Bulk Patient Summary (ZIP pf PDFs).

5. Select the desired Date range.

6. Click on  Submit to confirm.

7. The file is now being generated. The status will be Export in progress. You may have to wait a bit for it to end (try to refresh the page as well).8. After the file is generated, click on Download.
9. A new window will open containing the Bulk Patient Summary folder. 

10. Open the folder and select the desired patient.

11. The Patient Summary Report with all the information about the chosen patient is displayed.


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