From time to time, patients may ask for a copy of their clinical notes. This guide will show you how you can do this quickly and easily.
- Click on the patient's appointment block and then click Patient profile.
- Click on the Treatments icon to show treatment history.
- Click on the More drop-down (upper right) and select Print all.
- Patient Records will display. If your browser is Chrome, click on the Download (upper right) to save as a PDF, at which point you can email the document to the patient; or click on the Print icon to print out a paper copy.
If your browser is Edge, right-click anywhere on the active screen and select Print to print out a paper copy or Save as to save as a PDF to email to the patient.
If a patient isn't attending your clinic anymore, you may need to create an alert on their file.