Report Preview Window

Most reports in the system will always display first in a print preview window as seen below. This print preview window will display the report about to be printed, but also has greater capabilities that include saving the report to a PDF file, emailing the report to recipients directly from the QuickEMR system, faxing the report to a recipient directly from the QuickEMR system, or searching the report for a particular "String" of data.

Fig 1

The area highlighted in yellow in the above figure allows the navigation to different pages in the report and also allows a user to zoom in or out on the report image.

The features in the area highlighted in red are detailed in the following sections.

Save to PDF

This button will save the report showing in the window as a PDF file. PDF files are standard report files that can be viewed by anyone who has Adobe Acrobat Reader®. This is free software that is available at www.adobe.com.

When clicking on this button, a PDF file is automatically created and saved in a case folder created by QuickEMR that will hold all attachments or other files that were created for this particular case.

Fig 2

*** This feature requires that e-mail settings be set up properly!!! These option are found under Options on the Email Settings tab. If you need assistance setting up this feature, please get the name of your SMTP Outgoing Mail Server, SMTP Username, and SMTP Password from your Internet Service Provider (ISP) before calling.

This option allows a user to email any report as a PDF attachment to any email address directly from the QuickEMR software. This saves the time of creating a PDF file, opening your email software, attaching the file, and finally sending it.

When first clicking on the EMail button, the screen below will appear.

Fig 3

Enter a description in the popup window for the PDF file that is going to be created for the email to be sent. Try to be descriptive if possible. Click the "OK" button to continue. The screen below will then appear.

Fig 4

Notice that the attached report file has already been put in place for you (red box above). If needed, additional documents can also be attached by clicking the button to the right of the attacments field.
The "From" field will automatically contain the name of the currently logged in user.
Type in a "Subject" line for the email.
The message box can be used to enter the message that will be sent along with the attached file(s). If you have entered a default email closing for the logged in user (see Users - System Settings) or a Confidential Statement for the email feature (see Options - Email), those will be entered automatically in the Message box.
Select the "To" and the "Cc" addresses that the email will be going to. A "To" address is required, "Cc" is not. When selecting the "To" or "CC", the addres window will appear as seen below.

Fig 5

The address window will display the addresses and patients in the database that have an email address on file. Simply scroll through the list and double-click on a name or use the "Search For.." text box to begin typing a person's last name. The system will find the closest match as you are typing in this box. Once the name is highlighted, simply hit the ENTER key to select it.
If you need to enter a recipient who is not in your address book, use the Free Entry box (highlighted in red in the picture above) to type in the name and email address of the recipient. Click the "Add" button to add the free entry to the "To" or "Cc" list.
Once all the names are selected, click the "Close" button beneath the address list and then click the "Send" button! (See Fig 4)

Fax

*** This feature requires that fax settings be set up properly!!! These option are found under Options on the Fax Settings tab.

*** This feature also requires an additional fax service from either GoDaddy.com or MyFax.com. Both of these are premium services that allow faxing of documents through your internet connection. Costs start at around $10 per month for up to 120 faxes pages.

With the fax option, users can fax any report directly to any fax number from the QuickEMR software. This means that users will not have to print the document, create a fax cover sheet, and then fax documents through your fax machine.

When first clicking on the Fax button, the screen below will appear.

The "Attachements" field will automatically contain the report and fax cover sheet that will be sent. If additional documents are to be sent, click the button to the right of the Attachements field to select the desired documents.
The "To" button on this screen will also show the address window (See Email above).
Select the "From" person from the drop down list.
Enter a Subject.
If an address was selected in the address window, the fax number will be filled automatically.
The "Pages" field will also be calculated automatically based on the count of pages in the report being sent and the fax cover sheet.
Comments can be entered. Enter as much text as needed.
Click the "Send" button to send the fax through the internet!

This option sends the report directly to your default printer.

Select Printer

This option will first open a Printer Dialog box allowing a user to redirect the report to a different printer other than the default printer.

Search Report Feature

The search report box (shown in yellow below) allows a user to search a report for an occurence or occurences of a "string" of text. This can be useful especially for lenghty reports. Simply enter a part of a word or phrase in the search box and click the "Find" button. The "Find" button will start the search from page one(1) of the report. The "Find Next" will find the next occurence of the string from where the search last left off.