Download (Print) or Generate a PDF of an Intake Form or 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 or charting note. 

Once downloaded, the PDF can be shared or printed as desired. 

Before downloading, you may want to review the following workflows to see if they meet your workflow needs: 

• Share notes with a client post-session
• E-Fax a Charting Note 
• Add team members to the client's Care Team so they can access charting notes
• Create and activate a Care Plan for the client 

Download or Print a Blank Intake Form

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

You'll need to have the form open within your Forms Library to generate the PDF. 

Forms > Locate Form > [...] > Edit 

From here, you'll see "..." next to "Forms saves automatically" at the top-right corner of the form. 

Select Generate PDF

This will create a PDF version of the form, which can be subsequently printed if desired. 

Download or Print a Client's Completed Intake Form

Navigate to a Client's Profile > Charting > View Client Forms

Locate the form > View.

You'll see the option to Save as PDF. 

This will create a PDF version of the form, which can be subsequently printed if desired from your local device. 

Download or Print a Client's Charting Note(s) 

You may want to save a copy of your charting note (or several charting notes) to provide to your client at their request, or to communicate with other care team members (internally or externally). 

You can generate a PDF for a specific charting note via More > Generate PDF

You can also export a PDF with all the charting and intake notes of a client by pressing the Generate PDF button. After that, you'll see a checkbox for each note that you can select to be included in the PDF. 

You'll need to manually select which charting notes you'd like to export, and can also (optionally) include a default or custom letterhead on every page. You can download all prior chart notes of a client by going to "All Dates" from the Archive date drop-down and then clicking Generate PDF. 

Depending on how many chart notes are selected, different versions of the PDF are generated. If you have selected under 15 charting notes, a tab will populate within their browser with all the notes that can be saved as a PDF. If you have selected over 15 charting notes, the PDF will be generated and lie within the Documents page of your client's profile.

Including a letterhead will ensure that the business name, logo, contact information, and provider details are included at the top of each charting note.

The letterhead automatically includes the following patient details.

• Name 
• Gender
• Age 
• DOB

When a provider shares a charting note with a patient (including preview of note), the business letterhead can be included, but no patient details will be displayed. 

Here is an example of a downloaded charting note PDF: