Whether it’s for a client record or referral, you may occasionally need to print or export one or multiple client records. Individual records can be printed from their preview, or by Reviewing a selection of records, you can create one document of multiple records.
Printing single records
Navigate to the client whose record/s you wish to print
Select the relevant record
Open the actions menu of the record by clicking on the button with three dots
Select the Print record and follow the print wizard to finish
NOTE: To export as a .pdf file change the print destination to “Save to .pdf”
Printing multiple records
Navigate to the client whose record/s you want to print
Above the client’s list of records, click on the pages icon next to the search bar
Select the desired record or records
Click Review selected
Select Print to finish
Tip: Use the filter and search bar to find the records you want to select.
NOTE: to export as a .pdf file change the print destination to “Save to .pdf”
Including further client information
When previewing the selected records click the eye icon to include or remove particular client information such as their medications, history, GP information, and more.