CMS Treatment Summary Report

The CMS Treatment Summary Report lists all the Treatment Summaries received, but not marked as Read in Mail Manager.

1. From the Vision 3 front screen, select Reporting - Search and Reports.

2. From Reports, select CMS Reporting - Treatment Summary Report:

   

3. The CMS Treatment Summary Report screen displays:

   

   Complete as required:

   • Staff - The recipient of the message, select from the available list or leave as All.
   • Include un-assigned Treatment Summary Reports - Tick to include Treatment Summary Reports that are unassigned to a patient.
   • Sort by - Select from:
     • Patient's Name, or
     • Date Prescription required by.
4. Select OK.
5. Select the required output method, see Report Output for details.

6. Finally, select OK to generate the report.