Permissions Required: Therapists can print Notes for their assigned Cases. Administrators or higher can print ALL Notes.
You can download or print a client's complete Note/Case history or all Notes for one Case.
NOTE: You can only download per client at this time. Bulk download is not currently available.
| TIP: Run the Notes History report when all of the therapist's progress notes are signed. Running this report when there is unsigned progress notes can cause an error and system timeout before the report can be completed. |
Locate Client and open Client Profile.
- Click Reports tab and select Notes History.
- Click Print Notes History for All Cases button.
- OR click Print Notes History next to desired Case if multiple Cases are listed.
- A PDF of the notes report selected is generated and opened in a new window. You can print and/or download from that window.