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Boots is not online. Last active: 12/13/2008 9:45:47 PM Boots
Joined: 06 Nov 2006
Total Posts: 14
 
print list of individual education
Posted: 10 Jul 2007 11:12 AM
I have a client who needs a list of all the individual education topics he has studied. Each of the appointments has included an individual education form. When I run a file summary report, showing activity, only the initial visit and two concepts shared show up.

I printed his "activity" list directly, which shows two full pages of appointments/ind. education. However, it does not list the non-curriculum videos or literature that were documented.

Can you tell me if there is a way to print a listing that would include all those activities? Also, why would only a few of the activities show up on the file summary report?

Thanks for your help!

A suggestion for sometime: We were thinking it would be nice to be able to "add new" appointment from the client file, so that it could be entered with the other visit information without backing up and going into a different area. Just a thought.
sarahm is not online. Last active: 5/27/2011 12:01:09 AM sarahm
www.ekyros.com
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Joined: 25 Jul 2005
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Re: print list of individual education
Posted: 10 Jul 2007 04:42 PM
Hi boots,

Thank you so much for bringing this to our attention. You found a small bug. This will be a minor fix, and should be released within the next week or two. At that time, you will be able to see all the Individual Education info on the File Summary Report.

Thanks for taking the time to let us know about this!

Yours in Christ,

Sarah

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