Siebel Healthcare Guide > Call Reports >
Emailing and Printing Call Reports
Call reports can be emailed or printed for distribution and record keeping. A call report must be submitted before it can be distributed. To submit a call report
- Navigate to the Call Reports screen > Call Report List view.
- In the Call Reports list, select the call report to submit.
- In the Call Report form, select Submitted from the drop-down list.
To email or print a call report
- Navigate to the Call Reports screen > Call Report List view.
- In the Call Reports list, drill down on the call report to email or print.
- Click the Report Detail view tab.
- In the Call Report form, do one of the following:
- To email the report, click Email Report.
The report is automatically emailed to everyone on the distribution list.
- To print the report, click the toolbar Reports icon.
In the Reports dialog box, select Summary or Detail and click Run.
|