Question:
Is there a way to print a client’s progress notes in bulk?
Solution:
Yes, you can only print bulk notes for an individual client. In the screenshot below you would pull up a group, then select a client to see all of their note descriptions. Next check all or some Print/Selection boxes and print. Repeat these steps for each client in the group.
Open Progress Notes
Step #1 – Select a group
Step #2 – Select a client in the group
Step #3 – Check all Print/File Selections you wish to print
Step #4 – [Print] button
An alternative option would be to purchase a Chart Management subscription to electronically file and sign all your documents. This would place all created documents in one place for review and auditing purposes as well as save on printing and storage of document.
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