Permissions: Therapist 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.
- 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.