Printout Progress Notes and Save a PDF in OakTree

How Printout Progress Notes in a PDF format From the Progress Note module

1. Open the Progress Note module.
2. Select your client
3. Select a progress note
4. Click the printer icon

Change the print destination to {Save as PDF}

Click the [Save] button to select a location on your computer.

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How to Printout Progress notes in a PDF format From Client Summary

1. Select your client
2. Open Client the Summary module
3. Use the Search box to narrow down your search by typing in progress note
4. Click the printer icon in the Client Summary

Next, click the print Icon to open the Progress Note.

Change the print destination to {Save as PDF}

Click the [Save] button to select a location on your computer