Client Face Sheet: Printable Demographics

The Client Face Sheet gives you a printable demographics report (PDF) for a particular client.

Among other things this includes a clients name, DOB, address, mobile and email, and insurance information. Read on for additional details like how to access and a preview.

Access the Client Face Sheet

Access the client profile via:

  • Clients (left menu)
  • Click on the client
  • Find the right menu, click the top button
    • On Mobile? To save space, we moved that menu to the bottom of the screen


  • We then load a new tab in your browser with the client Face Sheet PDF, shown below:

tab_group Click the button and nothing happened? You likely have pop ups blocked. Good news it's an easy fix, check out our article on how to enable pop-ups for just our website!
  • Use the in-browser controls at the top to either:
    • Save as a PDF locally to your device
    • Print

Example in Chrome:

spa Note: Want to include your own logo on your statements and other areas in the system? By default, we don't include one unless you have a Practice Banner / Logo set.

Information Included in the Client Face Sheet

The following is included (if entered):

  • Legal name
  • Account #
  • Date of Birth
  • Gender
  • Marital Status
  • Employer
  • Address, Phone Number, and Email
  • Primary Insurance Information
  • Secondary Insurance Information