Siebel Healthcare Guide > Managing Call Reports >
Emailing and Printing Call Reports (End User)
You can email or print call reports for distribution and record keeping. First, submit a call report and then email or print the report. 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.
- In the Call Report form, do one of the following:
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Email the report. |
Email Report. The report is automatically emailed to everyone on the distribution list. |
Print the report. |
The toolbar Reports icon. In the Reports dialog box, select Summary or Detail and click Run. |
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