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
On the far right menu top button click

⚠️ Note: Using a smaller screen or mobile device? The far right menu & buttons are shifted to the very bottom, so just scroll to the bottom of the screen and find the top button .

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

⚠️ Note: Did you click the button, but no new tab popped up with the Face Sheet?
You most likely have popups blocked. Check out our handy article on how to enable popups for just us here.

Use the in-browser controls at the top to either save as a PDF locally, or print.
Example in Chrome below:

⚠️ Note: Want to include your own logo on your statements and other areas in the system? By default, we don't include a logo, unless you have a Practice Banner set, article with details can be found here.

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