Working with the Workflow
Create or edit an existing report from within the Period Reports menu.
1. Within the Period Reports menu, select Create or edit an existing report
Through the workflow to the right of the report, the Practice employee can follow their work process. The Practice employee can mark in the workflow when the steps have been completed.
2. To complete the task, click on the orange bullet 
If you have selected a suggested comment, click on the blue Comment button; the proposed text will be displayed.
