Facesheets

One of the more comprehensive and useful reports is the CSV Facesheets available in System Reports. Navigate to Tools | System Reports (if Report Center not included in the subscription) OR Reports | System Reports (if subscribed to Report Center)

Select "Facesheets" from the CSV dropdown list. This will download a .CSV file.

The Facesheets document can be opened in Excel to edit, configure, and filter specific information. The data includes all of the completed fields on the "Persons and Institutions | Patients" page for each active patient.

The configuration of your account will determine the amount of columns that appear. These columns include complete demographics information including contact details, insurance information, and other information about the client. The Facesheets can be used to filter specific information that your practice needs that may not be available via an existing report. It can also be used for things like mail merge and getting email information for all patients for mass communication to clients.


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