View, print, download, or email filled forms

Safely access completed forms and learn how to print, download, and email copies.

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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
    client_file_view_forms.png
  3. Optionally, click Previous Versions to select an older version
    forms_previous_versions.png

Download and print completed forms

  1. While viewing the completed form, click the printer button near the top right corner
    forms_print.png
  2. When the PDF opens, choose to download or print it
    forms_pdf_download_print.png
  3. Follow your device's on-screen prompts

Emailing completed forms

  1. After downloading the PDF
  2. Open your email app or website
  3. Attach the PDF and send, following your clinic’s compliance rules


Video guide


 

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