Appointment - Patient Notes Report

This Appointment - Patient Notes Excel Report has a direct connection to Vision 3, you must therefore login to Vision 3 before running the Wizard.

The download file is an .exe for Excel 2010 and above:

Note - This is an executable file as many browsers, automatically open an Excel report from a link within and therefore do not work with Vision 3. Please make sure you download and save this file to a folder on your clinical system.

The Appointment - Patient Notes Excel Report produces a report for all active patients that have an Appointment note. The report contains the following columns:

  • Patient_ Id - The patient's Vision Id number

  • EventDate - The date the following Note was added

  • Notes - The text of the Patient Note in Appointments

  • Patient - The patient's full name

  • Reg_Status - The patients Registration Status

  • NHS_No - The patient's NHS number

  • DOB - The patient's date of birth

  • Age - The patient's age

  • Sex - The patient's sex

  • Future_Appt - The appointment date if the appointments is still in the future

  • Book Owner - The book owner of the appointment if the appointments is still in the future

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