How to save the timeline report to the patients profile under Documents? – MetaOptima Technology Inc

When sharing the timeline report with your patient, you are able to easily save the report to the patients profile under Documents.

From the patients spot page, select "Timeline".
You can modify the report by spots and visit date. Select "Print Report".
Modify the details on the room but ticking or unticking the appropriate boxes. Select "Print".
Select "Share".
Tick the box "Also Add to Patient's Documents"
The recorded report will now appear in the Documents section in the patients profile.