How to print a treatment note

While we try to keep things as paperless as possible, sometimes it is necessary to print a treatment note out for a client. To print a treatment note:

  1. Go to the Clients page and pull up the client file
  2. Click Appointments & Notes

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  3. There, find the appointment you want to print and click view

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  4. Once the appointment is open, click on Treatment Note (in the left menu)

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  5. Click the print button on the top right corner

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  6. A new tab will open with your document. Click on the Print icon to print the file

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