1. What are Treatment Summaries and Reports?
Our new Cycle-Report Generator turns the data already sitting in a patient’s chart into a polished, branded PDF. The system pulls live data, hides any empty sections automatically, drops your clinic letterhead on top, and delivers a ready-to-share PDF in seconds.
Whether you need a concise embryo-status update or a full treatment dossier, you can remix sections and regenerate a fresh report with two clicks.
Creating automatic treatment summaries saves significant time for care team members when creating reports or summaries for treatments.
Whether the report is needed for official reporting, sharing with the patient, or sharing with another practitioner, the report can be quickly nd automatically generated.
2. How to Create a Report
Navigate to the patient profile → Active cycle
Click the small button next to cycle options in the top right corner
Give the report a title, select the sections you want to include, and add a note if relevant
Click Generate report, and your report will be downloaded
Note: If you face any issues or confusion while trying out the feature, you can always reach us on Intercom from the button in the bottom left corner of the platform.