HearAid Version 5.0

Quick Reports

Quick Reports

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Quick Reports

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The Quick Reports menu offers a number of pre-configured reports which are really useful in day-to-day operations. You can specify a default report, which is generated by just clicking on the Quick Reports button, in Tools|Options|Database & Analysis

 

QuickReports

 

The report titles are fairly self-explanatory on the whole...

 

HSC Card will print a single HSC card for the currently selected client. You can modify the template for the card in Database|Explorer|Forms|HSC Card.rtm
Client Summary reports all the data (details, notes, claims, etc) for the currently selected client, but not including clinical reports. This report is useful for responding to File Requests when an OHS client relocates away from your clinic
Process OHS Maintenance Claims generates HSC renewal letters and claim formsfor clients whose maintenance is due during a specified period
HSC Cards (Batch Print) prints HSC cards for all clients whose maintenance is due during a specified period
The Custom Quick Reports sub-menu displays a list of any custom Quick Reports templates users have created for themselves and saved in the ..\HearSoft\HearAid 5.0\Reports\Quick Reports\Custom folder

MailMergMenu

The Mail Merge sub-menu displays a list of pre-formatted mail-merge documents. You can add your own mail-merge documents to this list using the procedure detailed in the Mail Merge topic

These reports were designed to be run on a regular basis e.g. the first of the month. Letters sent to clients using the mail merge function can be logged to avoid unwanted repetitious mail-outs

Mail-outs can be prepared separately for

Clients with an e-mail address
Clients without an e-mail address
All Clients