How to view and print a client file summary

Easily view and print a client’s full file summary from their profile in ClinicSense

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Instructions

  1. Go to Clients, then select the client
  2. Click Print Client File at the top rightprint-client-file.png
  3. Select the data you want to print, then click Print
  4. When the PDF file opens, click the printer button in the top right
    • 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
  5. Follow your device's on-screen printer prompts
    • Always follow applicable laws and compliance rules when downloading, uploading, or emailing protected healthcare information

Video Guide


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