How to view and print a client file summary

Guide

  1. Go to Clients, then select the client
  2. Click Print Client File, at the top right
  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
  5. 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

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