Customize Opening/Closing statements for Narrative Reports

Customizing language in narrative report for opening and closing statements

Opening/closing statements can be accessed and changed specifically for narrative reports.To do so, select the “ Setup” option from the main menu, “ Narrative Reports” “ Customize Opening/Closing Statements”

Select or highlight the type of visit or form that you would like to create the custom opening or closing statement for from the provided list. Select “Next”.

Select the type of contact to assign the custom opening or closing statement for in this list and select “Finish”.