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

⚠️ Note: Printing client records requires a role of either Provider, Records Custodian or Owner.

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

  • Go to Clients (left menu)
  • Click the client's name
  • Select Records (top tab)

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

Print Options

This brings you to all the printing options you can select:

  • Cover Sheet (yes / no)
  • Records to print (all / date range)
⚠️ Note: Date ranges are limited to 1 year for performance reasons. If you are printing out multiple years of notes, we recommend printing them out in yearly batches.
  • Chart Notes (yes / no)
  • Include Unlocked Chart Notes (yes / no)
  • Include Psychotherapy Notes (yes / no)
  • Current Treatment Plan (yes / no)
  • Previous Treatment Plans (yes / no)
  • Appointment History (yes / no)
  • Insurance Information (yes / no)
  • Final Statement (yes / no)
  • Include the PHI Release Log (yes / no) 
⚠️ Note: this means the PHI release log will be printed as a part of this preparation, 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, and 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, which you can choose to print or save as a PDF with in browser controls (example in Chrome below):

Not seeing your chart notes?

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

You most likely have popups blocked. Check out our handy article on how to enable popups for just our website here.

⚠️ 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 importantly: delete the PDF file just downloaded to your computer!

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