Overview
KiviCare Pro’s Medical Report Generation feature creates detailed, printable medical summaries for patients, perfect for referrals, insurance claims, legal purposes, or patient records.
Key Features:
- Comprehensive Reports: Complete medical history in one document
- Professional Format: Medical-grade documentation
- Print-Ready: PDF export with proper formatting
- Customizable: Choose which sections to include
- HIPAA Compliant: Secure patient data handling
- Email Capable: Send directly to patient or specialist
- Branded: Includes clinic logo and information
Report Contents
Standard Sections
A complete medical report includes:
1. Patient Demographics
Name: John Doe
Date of Birth: January 15, 1980 (46 years old)
Gender: Male
Blood Type: A+
Contact: +1-555-1234
Email: john.doe@example.com
Address: 123 Main St, City, State 12345
2. Medical History
- Chronic conditions
- Past surgeries
- Allergies
- Current medications
- Family medical history
- Immunization records
3. Encounter History
- All patient visits
- Dates and doctors
- Chief complaints
- Diagnoses
- Vital signs per visit
- Clinical notes
4. Prescriptions
- Current medications
- Past medications
- Dosages and instructions
- Prescribing doctors
- Dates prescribed
5. Lab Reports
- Test names and dates
- Results and ranges
- Ordering physician
- Lab facility
6. Vital Signs Trends
- Blood pressure history
- Weight trends
- Temperature records
- Heart rate
- Other vitals
7. Billing Summary (Optional)
- Services received
- Amounts paid
- Outstanding balance
- Insurance information
Generating a Medical Report
Method 1: From Patient Profile
Step-by-Step
- Navigate to Patient
- Patients → All Patients
- Find patient
- Click patient name
- Open Patient Profile
- Patient details page opens
- Tabs: Overview, Appointments, Medical Records
- Generate Report
- Click Medical Report tab
- Or Actions → Generate Medical Report
- Customize Report
☑ Patient Demographics ☑ Medical History ☑ Encounter History ☑ Prescriptions ☑ Lab Reports ☐ Billing Summary Date Range: From: All Time / Custom To: Today
- Preview Report
- Click Preview
- Opens in new tab
- Generate Final Report
- Download PDF
- Print
- Email to patient
Method 2: From Encounter
Visit-Specific Reports
- Open encounter from appointment
- Click Generate Report
- Select report scope
- Click Create Report
Method 3: Bulk Reports
Multiple Patients
- Reports → Medical Reports
- Apply filters (clinic, doctor, date)
- Select patients
- Generate reports
- Download ZIP file
Report Templates
Template Types
1. Summary Report
- Best for referrals and insurance
- 2–3 pages
- Recent visits and medications
2. Comprehensive Report
- Legal and specialist use
- Full medical history
- 5–10 pages
3. Annual Report
- Year-end summaries
- Insurance renewals
4. Referral Letter
- Professional letter format
- Reason for referral
- Current treatment
Customizing Templates
Admin Configuration
- Settings → Pro Settings → Medical Reports
- Configure template sections
- Save and set default
Printing & Export
PDF Generation
- Professional formatting
- Headers and footers
- Clinic branding
Print Options
- Browser print
- Save as PDF
- Email directly
Email Delivery
- Encrypted delivery
- Password-protected PDFs
- HIPAA compliant
Customization Options
Branding
- Clinic logo
- Contact details
- License number
Section Selection
- Include only required sections
- Omit sensitive data
Date Ranges
- Last visit
- Last 6 / 12 months
- Custom date range
Use Cases
Insurance Claims
- Diagnosis codes
- Services
- Billing
Specialist Referrals
- Medical history
- Lab results
- Referral notes
Legal Proceedings
- Complete records
- Doctor signature
- Certification
Patient Requests
- Summary or full reports
- HIPAA compliant
Transfer of Care
- Ongoing treatment
- Follow-up recommendations
Privacy & Security
HIPAA Compliance
- Audit logs
- Access control
- Consent tracking
Secure Delivery
- Email encryption
- PDF passwords
- Portal access
Data Retention
- Stored in patient record
- Regeneratable anytime
Report Analytics
Available Metrics
- Reports generated
- Report types
- Delivery methods
- Generation time
Troubleshooting
Report Not Generating
- Check permissions
- Verify patient data
- Reduce date range
PDF Not Downloading
- Allow pop-ups
- Try different browser
Missing Sections
- Verify template
- Ensure data exists
Logo Not Appearing
- Re-upload logo
- Clear cache
Best Practices
Before Generating
- Verify patient data
- Confirm purpose
Report Quality
- Review before sending
- Use professional templates
Documentation
- Log report generation
- Store copies securely
Related Features
- Encounter Templates
- Reports & Analytics
- Print Template Customization
