Printing Intake Forms
While a client referral remains open you can print a Patient Face Sheet, which is a PDF report of all information that is entered and saved into the referral form. You can also print a Patient Tracking Sheet which is a PDF of specific agency and client information.
These forms may be used as part of your agency’s intake process.
From the Intakes tab, click Edit to the left of the record you want to access.
Click Print PTS, select the report to be printed and click Accept.