How do I print notes in a record?

How do I print notes in a record?


In the Progress Notes section of each of your records, you have three printing options.
  1. Click on the three dots in the upper right corner of the note.
  2. Select the Print button. A PDF file will be automatically generated by the platform in a new tab.

  3. Your header and footer, including your signature, will be displayed on the note. You can choose to print the note or download it.
  1. Click on the printer icon in the Progress Notes section of the record.
  2. Select Print all notes.

  3. This will open a PDF record with all notes in chronological order of intervention. Your signature will be at the very end.
  1. In the Progress Notes section of the record, click on the printer icon.
  2. Select Print the roadmap.

  3. This will open a PDF file with a list of notes added to the record, including the title of each note and the date of intervention, in chronological order of intervention. Your signature will be at the very end.

    • Related Articles

    • Is it possible to print the notes contained in a record?

      Absolutely! There are three options for printing or saving in PDF format. 1. You can print an individual note by selecting the note and clicking on the "Print" button, which can be accessed by clicking on the three small dots in the top right-hand ...
    • What is the purpose of the Memo and tasks section in a record?

      The Memo and Tasks section in the overview of a record is a practical tool for quickly noting important details about your client or your interventions. Here's how it can be useful: Memos: Keep important notes and reminders about your client at-hand. ...
    • How do I create a couple/family record?

      If your professional order's recordkeeping standards allow it, you can create files for couples, families, or groups. To do this, Follow the regular method for creating a new record. You can then click on Update in the left-hand menu, to edit the ...
    • How can I filter and organize my progress notes?

      You can efficiently organize and access your progress notes using the filter options on each record’s progress notes page. Here’s how: By date or service episode: Quickly find specific interventions. Draft notes: Easily manage and complete your ...
    • Why can't I see my signature on my notes?

      When configured in the "Settings" section (https://admin.psylio.com/organization/signature), your signature is automatically affixed to the bottom of each progress note added to the record. However, this signature is transparent in the platform. You ...