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NeoEHR user guide
  • Pages
    • NeoEHR overview
    • Getting started
    • Onboarding
    • NeoEHR User Roles and Access Overview
    • Switch user role
    • Admin/Settings
    • Front Desk personnel
      • Role-specific features
      • Add a new patient
      • Create an appointment
      • Create and pay an invoice for an out-of-pocket patient
      • Create and pay an invoice for an insured patient
      • Edit an appointment
      • View upcoming and previous appointments for a single patient
      • View upcoming and previous appointments for all patients during a period
      • View the patient profile for an existing patient
      • Update demographic information for an existing patient
      • Update insurance information for an existing patient
      • Scan or upload paper records for a patient
      • Review paper records
      • Generate typical Front Desk/HMIS reports
    • Accountant/Cashier
      • Role-specific features
      • Search for a patient
      • Download transactions
      • Download insurance claims
      • Fund a patient's wallet
      • Create an invoice
      • Pay invoices from a patient's wallet
      • Pay invoices via bank transfer
      • Pay invoices via POS
      • View or download receipts
      • Identify insured patients on NeoEHR
      • Sort and filter payment data
      • View finance metrics on the dashboard
      • View invoice and wallet data
    • Nurses & Doctors: Clinical Inputs
    • Pharmacy module
      • Role-specific features
      • Record a sale to a walk-in customer
      • Create an invoice
      • View prescription information
      • Dispense prescribed medication
      • Print prescriptions in NeoEHR
      • Handle medications not yet supplied
      • View pharmacy product information
      • View brands of a particular generic in stock
      • Transfer products to another dispensary or outlet
      • Request supply from your central store
      • Review outlet requests for new supplies
      • Download list of outlet requests
      • Update product quantities and prices in inventory
    • Laboratory module
      • Log investigation requests for a walk-in client
      • Update pricing for laboratory tests
      • Search for a patient in the laboratory queue
      • Add a new walk-in customer as a patient
      • Sort or filter the laboratory queue
      • Record samples and view investigation results
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NeoEHR user guide
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Generate typical Front Desk/HMIS reports
Begin by navigating to the Reports section of the system.
Click on the Analytics tab at the bottom-left corner of the screen to open the reports page
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Browse Existing Reports

You will see a list of available reports, including daily, monthly, and custom templates created by various users.
Use the search bar to find specific reports, or scroll through the list.
You can also click Create template or Generate report in the top right corner to begin a new one.
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Click “Generate Report”, and a pop-up will appear prompting you to select a report type and duration.
Select a report template from the dropdown menu and set the desired date range (e.g., 01 Sep 2023 to 01 Oct 2023).
Click Generate report to continue.
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Create a New Report Template

Click Create template from the reports dashboard.
In the Template Parameters section, fill in the form
Click Define column data to open the column selection panel.
Choose the fields you want included in your report (e.g., Patient First Name, Gender, Case Number).
Click Add when done choosing.
Optional: Add secondary filters to narrow down the report.
Click Save when you are done customizing.
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Review and Finalize Report Template

After saving column data, return to the main screen.
Review your selections under Data selection.
Click Preview to view how the report will appear.
The preview shows a table format of your report layout.
Review the structure and content:
Make sure columns are accurate and ordered as needed.
If everything looks good, click Save to save the template.

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Manage Existing Report Templates

View all saved templates in tabular format showing the Report Name, Created by, Date created, Last Update and Shared Access
Click the Burger menu (⋮) at the far right of a report’s row. To find the drop-down menu with options:
A. Generate
B. Preview
C. Edit
E. Archive
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Use filters and sort options to manage long lists of templates.
The Create template button is always available to start a new one

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Visit the NeoEHR webpage
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Browse Existing Reports
Create a New Report Template
Review and Finalize Report Template
Manage Existing Report Templates
Visit the NeoEHR webpage
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Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.