Risk Assessment Report Export
The Risk Assessment Report (which is located in Billing/Productivity Report Search Form as shown below) will now export to the Upload Site like all other exported documents from ICANotes.
Example of Risk Assessment Report:
When the report has exported you'll see a prompt notifying you to pick up the export from the Upload site.
Login to https://upload.icanotes.com with your ICANotes credentials and locate your Export from the left-side menu.
Tyler discusses the Risk Assessment Report, located in the Billing/Productivity Report Search Form, which will now be exported to the Upload Site.
Video link: https://youtu.be/vi5xwjG0Hk4
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