- To view a completed form, open it from the client's file
- After opening a form, you'll be able to print, download, or email it
- Check the relevant section of this article for more details about each process
Contents
- HIPAA, PHIPA, and PIPEDA notice
- Video guide
- Viewing completed forms
- Printing completed forms
- Downloading completed forms
- Emailing completed forms
- Related articles
HIPAA, PHIPA, and PIPEDA notice
- Emailing treatment notes 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
Video guide
Viewing treatment notes
- Go to Clients, then the client's file
- Click Appointments & Notes, then the appointment's date
- On the left, click Treatment Note
Printing treatment notes
- While viewing the treatment note, click the printer button (🖨️) in the top right corner
- When the PDF opens, click the printer button (🖨️) in the top right corner
- Follow your device's on-screen prompts
Downloading treatment notes
- While viewing the treatment note, click the printer button (🖨️) to generate a PDF
- When the PDF opens, click the download button (⬇️) in the top right corner
- Follow your device's on-screen prompts
Emailing treatment notes
- After downloading the PDF, open your email app or website
- Compose your email and attach the PDF, like normal
- When ready, send the email