Printing Clinical Notes


You can print individual clinical notes by clicking the Printer icon in the top-right of any individual clinical note. This will generate a PDF preview where you can preview and print the note as needed.


For information on how to print or export a patient's entire record, please see the related articles below.

You can also adjust the default clinical note print settings to include or exclude appointment information, invoice information, and headers and footers. To adjust the default print settings:

  1. Navigate to the clinical note.

  2. Click the cogwheel icon at the top-right of the page.

  3. The Note Preferences pop up will appear. Select the level of detail you require for printed notes.


    These include:

    • Basic: prints the note content only

    • Medium: prints note content and appointment details

    • Full: prints note content, appointment details and invoice details

  4. Click Save.

RESULT: By default, your clinical notes will print according to your settings.


Regardless of your default clinical note print settings, you can choose print settings for any individual clinical note by using the Print button in the drop-down menu instead of clicking the Printer icon in the top-right.


Image: Accessing print settings for an individual clinical note (expand image)

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