- Go to Clients, then select the client
- Click Print Client File, at the top right
- Select the data you want to print, then click Print
- When the PDF file opens, click the printer button (🖨️) in the top right
- Follow your device's on-screen printer prompts
Notes
- The PDF will include the most recent version of the selected forms
- When the PDF file opens, you can also click the download (⬇️) button in the top right
- Always follow applicable laws and compliance rules when downloading, uploading, or emailing protected healthcare information
Video guide
Related articles