Generate a PDF of an intake form / charting note

There may be an instance where you need to download a PDF version of a chart note or an intake form that you have created in Healthie's Form Builder. Healthie makes it easy to pull a PDF of a blank template, as well as a completed form / charting note. 

In this article:

  • Generate PDF of blank form
  • Generate PDF of specific client's completed form

Generate PDF of blank form

If a client prefers to fill out their forms on paper during a session with you, or you'd prefer to take notes by hand, you can generate a blank template of any intake form or charting note that has been created in your Healthie account. 

Navigate to Forms > Form Builder > Select Form > Options > Preview > Generate PDF 


Generate PDF of specific client's completed form

If you would like to download a specific client's completed intake form or charting note, Navigate to Client > Charting > Charting or Intake Paperwork > Generate PDF. Select the notes that you'd like to include in the PDF download.

2. You'd like to download a specific client's completed intake form / chart note (e.g., to share with another provider, or print out for a client)

You can download all prior chart notes of a client by going to "All Dates" from the Archive date dropdown and then clicking Generate PDF. 

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