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. For example, if you'd like a client to fill out an intake form on paper, or if you need to download a chart note to share with another provider (and they do not have an E-Fax).

To do this within Healthie, choose the intake form or charting note you'd like to convert (found within Client --> Charting --> Charting Not Visible to Client) , and click the "Generate PDF" button in the chart menu. From there, just select the notes you want to include, and click generate.

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.