Print a Clinical Document

When a client or guardian requests a copy of a clinical document, you may print these from the application. This article will explain how to print a document or multiple documents at one time.

Print One Clinical Document

1. Go to Clinical/Charting Module.
2. Double-click on the clinical document you want to print.
3. Click the Print drop-down menu in the lower-left corner.
4. Select desired print view.
   • A PDF print view will open.
5. Click the Printer icon or hold down Ctrl (Command on Mac) + P.

Print Multiple Clinical Documents at Once

1. Go to Clinical/Charting module.
2. Hold down Ctrl (Command on Mac) key and click on each clinical document you want to print, this will highlight the clinical documents.
3. Click Change.
   • A new window will open.
4. Click Review All link.
   
   
    
5. Click the printer icon or hold down Ctrl (Command on Mac) + P.

Print a Blank Clinical document

A clinical document must be saved to a client in order to be printed therefore, in order to print out a blank version we recommend creating it under a fake client (ie. Test A Client).

1. Go to Clinical/Charting Module.
2. Click Add.
   • A new window will appear.
3. Select a fake client.
4. Select a clinical document.
5. Click OK.
6. Complete the required fields.
   • Required fields can vary based on settings and how the clinical document was designed.
7. Click Save.
8. Click the Print drop-down menu in the lower-left corner and select desired print view.
   • A PDF print view will open.
9. Click the printer icon or hold down Ctrl (Command on Mac) + P.
10. White-out any information belonging to the fake client.