How to view, print, download, and email completed forms

  1. To view a completed form, open it from the client's file
  2. After opening a form, you'll be able to print, download, or email it
  3. Check the relevant section of this article for more details about each process

Contents


HIPAA, PHIPA, and PIPEDA notice

  • Emailing completed forms directly from ClinicSense is not supported to help prevent potential HIPAA, PHIPA, PIPEDA, or other possible breeches
  • Always follow applicable laws and compliance rules when downloading, uploading, or emailing protected healthcare information

Viewing completed forms

  1. Go to Clients, then the client's file
  2. Click Forms, then the form's name
  3. Optionally, click Previous Versions to select an older version

Printing completed forms

  1. While viewing the completed form, click the printer button (🖨️) in the top right corner
  2. When the PDF opens, click the printer button (🖨️) in the top right corner
  3. Follow your device's on-screen prompts

Downloading completed forms

  1. While viewing the completed form, click the printer button (🖨️) to generate a PDF
  2. When the PDF opens, click the download button (⬇️) in the top right corner
  3. Follow your device's on-screen prompts

Emailing completed forms

  1. After downloading the PDF, open your email app or website
  2. Compose your email and attach the PDF, like normal
  3. When ready, send the email

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