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Client Face Sheet
Need a Face Sheet for a Client? Please Use the Client Details Report for this.
In Billiyo Creating a Face Sheet can be done using our Dynamic Reports Feature.
Navigation:Reports > Dynamic Report
Click Generate Report
- Choose the Category: Client
- Choose the Report: Client Details
- Select your Fields
- Select your Filters, Such as Clients
- Choose Your Filter Value for Client Such as John Smith
- And Order by Field, Client Name: John Smith
- Choose the PDF (Detail Report) to View the Face Sheet.
Remember to add as much Details, Such as "Lives with" and "Pharmacy" to the Client Profile in order to Generate it to the Report.
This will get you a Nice Face Sheet for the Client, to send the PDF to a Caregiver or Nurse save the PDF and send.

To Learn More about Dynamic Reports, Please Visit Our Page: Dynamic Reports