Whether it’s for a client record or referral, you may occasionally need to print or export one or more 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.

1. Navigate to the client whose record/s you wish to print
2. Select the relevant record
3. Open the actions menu of the record by clicking on the button with three dots
4. Select Print record and follow the print wizard to finish

Tip: to export as a .pdf file change the print destination to “Save to .pdf”

1. Navigate to the client whose record/s you want to print
2. Above the client’s list of records, click on the pages icon next to the search bar
3. Select the desired record or records
4. Click Review selected

This will open the selected records in a new tab where you will be able to review them before printing or exporting as a .pdf.

5. Select Print and follow the print wizard to finish

Tip: Use the filter and search bar to find the records you want to select.

When previewing the selected records click Options to include or remove other client information such as their medications, history, GP information, and more.