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Dream Factory by TruBridge Ideas Portal
Categories Notes
Created by Guest
Created on Sep 20, 2024

report to determine which note template was used by a user.

We need a report that can be run to determine what Notes template a user used to document a note.

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  • Linda Pfeifle
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    Sep 24, 2024

    This would be beneficial to see which templates are being used and which ones aren't. It would also make it easier to pinpoint which template is causing problems in situations. I had a situation where we had an issue copying forward a note, and support asked me which template the provider used. How am I supposed to know? We have lots of templates that are very similar. I took an educated guess, but I am guessing that if we had a report like this that would have helped in that situation.