Detailed export reports mapping
This reference page documents each exportable report's included fields, how export generation behaves, and the single in-app workflow where export actions are available.
Report and field matrix
| Report type | Section payload included in export | How section content is produced |
|---|---|---|
| Clinical Summary | Overview; Active focus; Recommended follow-up | Static summary text generated by report type template. |
| Care Timeline | Recent activity; Notable sequence; Next review point | Static timeline-oriented text generated by report type template. |
| Adherence Overview | Adherence trend; Potential gap; Action plan | Static adherence-oriented text generated by report type template. |
| SOAP Note Report (Tier 3) | Up to three sections derived from SOAP-tagged clinical notes; fallback no-notes section if none exist | Summaries are derived from note title/body lines at export-time context. |
| DAP Note Report (Tier 3) | Up to three sections derived from DAP-tagged clinical notes; fallback no-notes section if none exist | Summaries are derived from note title/body lines at export-time context. |
Generation behavior
- Generating a report creates report metadata: reportId, title, reportType, generatedAt, and scopeType.
- Export then serializes selected report metadata plus section payload into PDF or CSV.
- CSV schema is fixed: report_title, report_type, generated_at, scope, section_title, section_detail.
- PDF includes report title, type, generated timestamp, scope, and all section title/detail blocks.
- Re-exporting after SOAP or DAP note changes requires regenerating and selecting the updated report.
Access and patient scope still apply to report generation. Users can export only data allowed by their active role and selected patient context.
Export workflow location in app
Report export is available only in the Home tab report workspace on Dashboard.
| Action | How it is reached | Route context |
|---|---|---|
| Generate and export reports | Open Home tab Dashboard, use report controls to generate, select, then export and share. | /(tabs)/dashboard |
Care, Health or Patients, and Journal workflows supply data to reports, but those tabs do not expose direct report export actions.
Validation checklist before sharing
- Confirm you selected the intended generated report item in Home tab Reports workspace.
- For SOAP or DAP reports, verify tagged clinical notes exist and summaries look correct in preview.
- Choose the required output format (PDF or CSV) before exporting and sharing.
- Regenerate report after note changes, then export the latest generated item.