Print the List of Patient Needs

You can print a list of patient needs from the Personal Planner > Lists tab > Pt Needs sub-tab.

To print the list of patient needs:

1. Open the Personal Planner to the Lists tab and click the Pt Needs sub-tab.



2. Click the Search for Data () icon to display your list of needs.

Tip: If you want to view needs within a specific range, set the Date From and Date To fields.

Note: If you have access, you can edit the User and Provider fields to view needs for a different provider.

3. Click the Print Report () icon.