How do I print / email all of my case notes for a client/patient?

All you need to do is go to the Notes tab of the Patient Summary (for the patient whose notes you want to print/email) and click on the List View, shown below:

Then scroll down to the bottom of the page and click on the print icon:


On a Mac or on Windows 10 you can print directly to PDF (which you can then email) but if you are using a PC you will need to install a utility that enables you to print to PDF.

Related Article:
Printing to PDF

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