How to export Final Report and Archive an assessment

In this guide, you will learn about: 

• How to export a final report
• Archive an assessment

How to export Final Report

To export a final report, open "Documents" tab on the patient page. Next, choose the form you would like to export and click on "Export". 

You can choose to download the report manually, by clicking Download button. 

Please note, that if your Trust has integration, the report might be saves in your internal system automatically. 

How to archive an assessment 

If your patient has had (or declined) surgery, you can archive a patient in the Clinician Portal.

Find the patient in the search bar or the 'Completed' folder and click on their name. You will only be able to archive patients once their assessment has been submitted and it has been move to 'Completed' folder. Click on "Archive assessment" button on the right hand side.

Confirm your choice in the pop up window.

The assessment will move to the Archived folder and will be available to be viewed from there. 

Is it also possible to Unarchive the assessment. To do that, click on "Unarchive button". The assessment will appear back in the Completed folder. 

If you don't see the option to archive the assessment, your account doesn't have permission to do this action. 

Please note, that due to individual portal configurations, some features might look different in your live portal.