Print Patient/Client Records

You must have the one of the following roles enabled to print client records:
  • Health Information Custodian
  • Therapist
  1. From the Dashboard, Click the [My Clients] tab located in the row of options on the left hand side of the screen.
  2. Select the client from the list or search for the client.
  3. Select [Records] from the list of options.
  4. Scroll to the bottom; you will see Print Records; Click the blue button [Print Records].
  5. Select from the list of options, including who and why the notes are being released.
  6. Click [Print Selected Records]; put in a ticket with an option to select a date span; this may change things.
  7. Your records will display in a PDF viewer for you to print or save.
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