Print/Release Client Chart Note Records

Need to print client records, like chart notes or treatment plans?

Read on to find out how and where to perform this essential function!


In this Article:

Print Records

Required role: Owner, Provider, or Records Custodian of that provider

To print records for a client, use the following steps:

  • From any screen click group Clients (left menu)
  • Click the name of the client
  • Click Records (top tab)


  • Navigate to the Print Records section (scroll or use the right-hand quick menu)
  • Click (far right):

Print Options

This brings you to all the printing options you can select for client records.

Note the counts 3 listed beside each option.

Starting options:

  • Therapists: Select 1, multiple, or all providers (you have records access to)
  • Date range by default is set to the past year. Options: Last 365 days, previous year, year to date, or manual entry.

docs Include options:

  • PHI Release log
  • Include HIPAA "part 2" notice
  • Form responses
  • Records released to / purpose

Generation options:

PDF options:

  • One PDF (larger file size)
  • Bundle of individual PDFs organized by record type

Delivery options:

  • Wait for files
  • Get a message when files are ready

When finished, click (bottom left):


Once generated:

  • If you opt to wait we display the client records in a new tab in PDF format on your browser
  • Otherwise you'll get a message shown below once generated with a link to the file
  • Message exports are valid for 3 days, if it expires please regenerate your printed records

Message preview:


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Example shown below in Google Chrome (top right):

download To download the PDF to your local computer
print To print the PDF to your local computer (file print and keyboard shortcuts also work)

Sending Clients Chart Notes Electronically

Note: If releasing records directly to a client, use our free, secure messaging process!
  • Save the above record as a PDF to your computer
  • Send a message to the client and upload that PDF as a message attachment and send
  • Most important last step: delete the PDF file just downloaded to your computer!

Article: Our secure messaging system

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