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Reports: How do I search for a patient's Wellness Score® report? (The Wellness Score® System V3)

3.0 The Wellness Score® System (Feedback)

Reports: How do I search for a patient's Wellness Score® report? (The Wellness Score® System V3)

Last updated on 06 Feb, 2026

To access a patient's Wellness Score reports, you can use either the [Systems menu] or access them from the Patient Dashboard (account).

Method 1:  From the [Systems] menu. 

Step 1: Follow the sequence below:

  1. Hover over [Systems]

  2. Click on [The Wellness Score®]

  3. Then, select [Search Reports].

WSS menu.png

Step 2: Refine the search options for the Wellness Score Report you are looking for, then click [Search].

A list of all results matching your criteria will appear.

2026-02-05_10-37-19.png

Step 3: Click on the [More] button next to your desired report to view your report options.

2026-02-05_13-18-4912.png

 

 Method 2: From the Patient Dashboard (patient account)

Step 1: Search for your patient using the patient search bar at the top right of your Dashboard.

2026-02-05_13-51-36.png

Then, click on the patient's name to open the patient account.

2026-02-05_13-52-53.png Patient Search: How do I search for a patient or a specific list of patients?

Step 2: Click on the [The Wellness Score] Tab from the patient dashboard.

2026-02-05_13-58-48.png

Step 3: Click on the [More] button next to your desired report to view your report options.

2026-02-05_14-00-10.png

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