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. This commonly occurs for two reasons:

1. A client prefers to fill out their forms on paper, during a session with you, and you'd like a blank template of this

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

1: Generate a PDF of blank intake form / charting template

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

2. Download a specific client's completed intake form / chart note

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.