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

To print all notes for a client or save them to a PDF, follow the steps below...

1. Go to the Notes tab of the Client Summary and click on the List view option:

2. Scroll down to the bottom of the page and click on the Print icon:

3. You will be asked whether you want to print this page or all pages:

4. Selecting ALL PAGES will allow you to print all of the client's notes, or save them to a PDF to be emailed.

To save as a PDF, all you need to do is select 'Save as PDF' from the Destination dropdown:

Updated on: 09/06/2025