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!

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 as a yes/no option unless clarified:

Cover Sheet
Records to print (all / date range)

Note: Date ranges are limited to 364 days (a year minus one day) for performance reasons. If you are printing out multiple years of notes, we recommend printing them out in yearly batches.

Chart Notes (chart notes + quick note entries)
Include Unlocked Chart Notes
Include Psychotherapy Notes
Current Treatment Plan
Previous Treatment Plans
Appointment History
Insurance Information
Final Statement
Include the PHI Release Log

Note: this last option just means the PHI release log will be included in the print out, not whether or not this is included as an entry (it will always show as an entry for PHI logging reasons)

Include who the records were released to, the purpose, and then click the bottom right button:

Once generated, we display the client records in a new tab in PDF format on your browser

Not seeing your chart notes?

Did you click print and no new tab opened on your browser?

You most likely have popups blocked block To allow popups for only our website, click here

Example shown below in Google Chrome

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: HIPAA compliant messaging system