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  • Group By Columns allows rearrangement/grouping of columns in the results table.
  • Save As Excel File saves the results table (including the Group By Columns layout) as an Excel spreadsheet.
  • Print Patient List prints the result table.
  • Create Task creates a task/batch of tasks from a selection list for each patient in the results table.
  • Document produces a document, selected from the document templates list, for each patient in the results table. Documents can be printed/txt messaged to the patients.
  • Export Sync Files produces an XML file containing clinical records for the patients in the results table. These are used to synchronise notes offline from the server.