Print or email forms and documents

You can edit documents in a patient or client record and save, print, or email them. For detailed steps, see Add or update a form or certificate.

1. Open a patient or client record and click the Patient Forms or Client Forms button, respectively. Then click the document link to view.
   OR
   Click a form link under a product on a consultation.
2. Optional. Enter any additional information to the form. For example, recheck or medication instructions.
   a. When there is no text input box or if you want to add or modify formatted text, click Edit at the top of the window, make any changes, then click Save Changes.
   b. When there is a text input box and you want to add plain text, simply enter the information in the text input box.
   Note about entering website URLs (links): When using a form that includes a text input box, URLs that point to a specific file (for example, .aspx /ASP.NET page) or include parameters (for example, pID or catID) may not be saved, printed, or emailed when entered in a text input field.  We recommend clicking Edit 
3. Click Save in Files, Print, or Email at the top of the window, as needed.