---
title: "Creating Progress Reports"
url: "https://help.pepcare.com/en/article/creating-progress-reports"
language: "en"
last_updated: "2025-07-01T00:55:48.013Z"
---

# Creating Progress Reports

Tracking a patient’s clinical journey is seamless with PepCare’s **Progress Report** module. Whether you’re monitoring orthodontic treatments, hygiene habits, or patient cooperation, creating a detailed report takes just a few clicks.

### Step 1: Navigate to Progress Report

From your **Dashboard**, click on the **Progress Report** tab in the left menu. This will take you to the overview of all drafted and submitted reports.

### Step 2: Click “Create New”

Select the blue **Create New** button at the top-right corner of your screen. A form window will appear, allowing you to generate a new progress report.

![](https://cdn-assets.productfruits.com/548936a0-5ad7-4d94-85d2-9a645e3e95f5)

### Step 3: Fill Out the Report Form

Choose the report type from the dropdown (e.g., Orthodontics, Dental). Then complete the required fields:

-   **Patient Details:** Choose an existing patient or click **Add New** to create a new profile.
-   **Progress of Treatment:** Select if treatment is on time or altered.
-   **Oral Hygiene & Cooperation:** Rate the patient’s current standing.
-   **Notes Section:** Add detailed observations, concerns, or clinical insights.

### Step 4: Upload Supporting Documents (Optional)

Attach clinical documents, x-rays, or supporting visuals directly within the form to provide more context.

### Step 5: Choose Sharing Options

You may choose to:

-   Keep a copy for internal documentation,
-   **Add to the Education Document** module, or
-   **Share the report with the patient** securely via PepCare.

Once complete, hit **Submit** to save or share the report instantly.

![](https://cdn-assets.productfruits.com/e983d99b-1f59-4133-8d86-0eeb1bd6e70d)