A report of all notes entered into a patient's treatment can be previewed.

1. Go to Patients > Treatment tab
2. Treatment menu > Preview all Clinical Notes
1. All treatment notes entered for the patient will be reported
   
   
2. Click Retrieve to filter Clinical notes
1. Select date range
2. Provider: Select provider
3. Sort by: Select how clinical notes will be sorted by
4. Item: Select items to be included
1. All items: All item codes will be included
2. Non-treatment: Items marked as non-treatment will only be included
3. Non-Reporting: Items marked as non-reporting will only be included
4. Table/Grid: To report on table/grid notes only
5. Include Non-Treatment Items: Tick to include Non-Treatment Items
6. Include Non-Reporting items: Tick to include Non-Reporting Items
7. Custom: Click to select a particular item number/s 
8. Tooth: Enter tooth number 
9. Surf: Enter tooth surface
10. Find text: Enter text to search for
    
    
11. Click OK

When viewing Clinical Notes, filters can be applied so only selected data shows. 

1. All Dates (normal view)
2. Date Range (last month etc.)
3. Manual Dates
4. Providers
5. All Items
6. Not – Treatment Items
7. Not - Reporting
8. Table/Grid
9. Custom (selected items)
10. Tooth Number
11. Surface
12. Text (found in notes)
    

1. Go to Patient Records > Treatment tab
2. Treatment menu > Preview all Clinical Notes
3. Click Retrieve
   
   
1. Within the Report's Parameters window, filter based on the above mentioned filter options. The below example will show notes written this year, for