Saving and Emailing a SOAP Note as a PDF File

You can save a SOAP note as a PDF file using your browser's print options. You can then send the file as an attachment through your own email account. 

  1. Navigate to your Business tab.
  2. Select Clients.
  3. Locate the client in your Client List.
  4. Select SOAP Notes.
  5. Select an existing note. 
  6. Select Print.
  7. Choose whether to print with anatomical images or text only. 
  8. Your computer's Print options will display. Under Destination, select Change. Choose the option to Save as PDF. Note: The way these options display vary based on the browser you're using. The aforementioned options are from Google Chrome. 
  9. Select Save to save the file to your computer. 



 

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