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...
Go to the Notes tab of the Client Summary and click on the List view option:
![](https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/image_1vbvh29.png)
Scroll down to the bottom of the page and click on the Print icon:
![](https://storage.crisp.chat/users/helpdesk/website/13311d7fa5537d00/f1b494b5-8e49-4cf6-84dd-e8177e_1imljh7.png)
You will be asked whether you want to print this page or all pages:
![](https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/image-2022-01-10-at-12839-pm_1rn5gjz.jpg)
Selecting ALL PAGES will allow you to print all of the client's notes or save them to a PDF to be emailed
Go to the Notes tab of the Client Summary and click on the List view option:
![](https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/image_1vbvh29.png)
Scroll down to the bottom of the page and click on the Print icon:
![](https://storage.crisp.chat/users/helpdesk/website/13311d7fa5537d00/f1b494b5-8e49-4cf6-84dd-e8177e_1imljh7.png)
You will be asked whether you want to print this page or all pages:
![](https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/image-2022-01-10-at-12839-pm_1rn5gjz.jpg)
Selecting ALL PAGES will allow you to print all of the client's notes or save them to a PDF to be emailed
Updated on: 09/11/2023
Thank you!