Reports
Who this is for
Doctors, nutritionists, and center administrators who work with lab tracking, renal diet plans, attachments, and exported patient summaries.
What you can do here
- Build custom lab reports from reusable lab panels
- Save lab reports as drafts or complete them
- Compare recent lab values across treatment dates
- Open report attachments
- Create nutrition profiles, diet plans, meal items, restrictions, and notes
- Upload nutrition attachments
- Export diet plans and patient summaries as PDF files
- Maintain center-specific lab panel templates
Step-by-step guide
- Open a patient and go to
Labs. - In
Entry, choose one or more lab panels. - Add result dates and enter values into the matrix.
- Save as
draftif the report is not ready. - Select
Complete reportwhen required values are finished. - Use
Comparisonto compare recent dates and review trend charts. - Use
Reportsto open previous reports and edit draft reports. - Open a patient and go to
Nutrition. - Create or update the nutrition profile.
- Create a diet plan.
- Add meal items before activating a plan.
- Add restrictions, notes, and nutrition attachments as needed.
- Use
Print Diet PlanorExport PDFto generate a diet-plan document. - Center admins can open
Settings > Lab Panelsto manage panel templates and reference ranges.
Important notes
- Lab panel defaults are seed data only. Each center must verify its own ranges before clinical use.
- Draft lab reports can be edited later. Completed reports appear in the reports list.
- Active diet plans must contain at least one meal item.
- Nutrition editing is limited to
center_admin,doctor, andnutritionist. - Report files and nutrition files open through secure file links when needed.
Common issues
- If a completed lab report fails to save, required primary-date values may be missing or a numeric field may contain text.
- If a file will not open, the stored attachment path or signed URL request may have failed.
- If
Nutritionis view-only, your role does not include nutrition editing rights.
Suggested screenshots
[Screenshot placeholder: Lab matrix entry page][Screenshot placeholder: Lab comparison trend view][Screenshot placeholder: Nutrition plan builder]