- Fisikal Support
- CLIENTS
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GETTING STARTED
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CLIENT PORTAL
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SERVICES
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SCHEDULE
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TEAM
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CLIENTS
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WORKING HOURS
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SETTINGS
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REPORTS
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PT SPECIFIC TUTORIALS
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MY DEVELOPMENT
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ASSESSMENTS
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FREQUENTLY ASKED QUESTIONS
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FISIKAL CONTENT PROVIDER
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FISIKAL INTEGRATIONS
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ACCESS CONTROL
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DEVELOPERS
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SET UP CONFIGURATION
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DVM Bodytec
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EOS FITNESS
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YMCA
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GymNation
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VIRTUAL ROADSHOW APP
CLIENT NOTES REPORT
Client Notes report is used to collect notes on the clients throughout a time frame.
How to run the report
The Client Notes report is available to Manager users where the permission is enabled:
To set the permission click: Settings > User Permissions > Manager > Can see Reports section > Client Notes = True
To run the report:
- Click Reports in the main menu
- Click + to add a new report to the queue
- Choose Client Notes from the list
- Choose the filter options, click Generate
Filter Options
Format |
Choose the format of the output report file:
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Clients |
Choose which clients to include
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Report Columns
Client Name | Name of the client |
Date of Notes | Date of when the notes were taken |
Category | Category of the session |
Note Description |
What happened in the service. |
Attachment | |
Note Status | Whether note is still active. |