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Documentation Index

Fetch the complete documentation index at: https://docs.practicemate.com.au/llms.txt

Use this file to discover all available pages before exploring further.

A Report is a downloadable snapshot produced from a Recipe. Recipes help your practice define a Patient Cohort. Reports turn that cohort into a spreadsheet your team can review, discuss, and work through outside the Recipe Builder. Use Reports when your practice wants to:
  • review a Patient Cohort before taking action
  • prepare a list for a practice meeting or quality improvement activity
  • check which patients matched a Recipe at a point in time
  • share a spreadsheet with authorised Members of your practice team
  • keep a short-lived working copy while planning the next step
Reports can contain patient-identifying Practice Data. Only prepare and download Reports when your team has a clear reason to use them, and handle downloaded files according to your practice’s usual privacy process.

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How Reports fit together

Reports start with Recipes. Recipe: defines which patients should be included. Report: creates a downloadable spreadsheet from that Recipe. Practice workflow: your team reviews the spreadsheet and decides what to do next. For example:
  • A Recipe finds active patients with a particular prescription pattern.
  • A Report creates a spreadsheet of the patients who currently match.
  • Your team reviews the spreadsheet before deciding whether any follow-up is needed.

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Open Reports

Open Reports from the sidebar. From here, you can search existing Reports, prepare a new Report, download a ready Report, or delete a Report you no longer need. The Reports page showing the Prepare Report button, search field, and an empty Reports table.

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Report statuses

Reports move through a few simple states. Preparing means PracticeMate has received the request and is creating the spreadsheet. Ready means the spreadsheet can be downloaded. Failed means PracticeMate could not prepare the Report. If this happens, try again later or contact support if the problem continues. The Reports table showing a newly prepared Report with a Preparing status.

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Availability and expiry

Reports are only available to download for 48 hours. When you prepare a Report, PracticeMate recommends keeping Expire after viewing turned on. With this option selected, the Report expires immediately after it is downloaded. This keeps Reports short-lived by default, which is helpful because they may contain patient-identifying Practice Data.
If a Report expires before your team downloads it, prepare the Report again from the same Recipe.

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A reliable way to use Reports

1

Start with a saved Recipe

Make sure the Recipe describes the Patient Cohort you want to review.
2

Prepare the Report

Give the Report a clear name and select the Recipe.
3

Leave expiry protection on

Keep Expire after viewing selected unless your practice has a clear reason to download the file more than once.
4

Wait for the Ready status

Larger Patient Cohorts can take longer to prepare. You can leave the page and return later.
5

Download and handle the file carefully

Store, share, and delete downloaded files according to your practice’s privacy process.

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Next

Create your first Report when you are ready to turn a Recipe into a downloadable spreadsheet.