How To: Download and Print Notes

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While storing all of your notes and files in one secure, convenient location is a tremendous benefit of an EHR, you may occasionally need to download and/or print your notes. For instance, you may be collaborating with other practitioners to provide care, responding to subpoenas or other court orders, or responding to client requests for records.

If you are closing your practice or retiring, you do not need to download your notes. TherapyNotes offers a storage mode that allows you to keep all of your records on our secure, HIPAA-compliant servers.

All printed and downloaded notes include the practice name, practice logo (if uploaded), clinician name, session details such as date and time and service code, and by default, the client's name and date of birth in the note header. The client-related information included in the note header on printed and downloaded notes may be customized. 

Role Required: Any

Note: The notes you have access to depend on your role in TherapyNotes. To learn more, read How To: Create a Note.

To customize the note header on printed or downloaded notes:

Note: Only Practice Administrators or Clinical Administrators can configure Note Printing settings.

  • Click the User Icon > Settings > Note Printing

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  • Select the checkboxes next to the information you want to include
  • Select the Print note header on every page checkbox if desired
  • Click the Save Settings button

To download a single note:

  • Click Patients > Patient Name > Documents tab
  • In the section labeled Notes and Files for this Patient, click the Download downloadicon.png icon for the note you want to download
  • TherapyNotes will prepare your document in a blue bar at the bottom of your browser. When your note is ready, click the Ready: Click to Download link

To download multiple notes:

  • Click Patients > Patient Name > Documents tab

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  • In the section labeled Notes and Files for this Patient, click the Download Multiple link below the list of notes and files
  • Select the checkboxes for the notes you want to download, or click the Select All link below the list of notes and files to select all listed notes and files
  • Click the Download Selected Documents button. The selected notes will download as a single PDF
  • TherapyNotes will prepare your document in a blue bar at the bottom of your browser. When your note is ready, click the Ready: Click to Download link

Please ensure that your note is saved to a secure location on your computer. After you have downloaded the note, you may print the note directly from your computer.

If you do not wish to download your notes prior to printing, you may also print notes from within TherapyNotes. 

To print notes directly from TherapyNotes:

  • Click Patients > Patient Name > Documents tab
  • In the section labeled Notes and Files for this Patient, click the View viewicon.png icon for the note you want to print
  • Click the Print link at the bottom of the note
  • Your browser will open a print dialog in new window. Use your browser's print dialog to finish printing the note

 

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