How do I email/print a form?

Charlotte Boatner-Doane - Forum Moderator
Charlotte Boatner-Doane - Forum Moderator
  • Updated

Once a client form has been submitted, it can be emailed or printed from either the agency's list of client forms or from a client, facility, or employee profile. You can also use the print option to download a PDF version of the form.

To begin, navigate to the forms list in one of the following places:

The client forms tab available from the dashboard:

client_forms_tab_dashboard_NEW.png

Care documentation>client forms on a client profile:

client_forms_tab_client_profile.png

Forms>Client Forms on an employee profile:

client_profile_client_forms.png

Or, the facility forms tab on facility profiles:

facility_forms_tab.png

Email a Form 

Find the form you would like to email in the list of forms and  click the arrow next to view and select email

email_form_from_list.png

Alternatively, click view for the form and then select the email email_icon.png icon. 

email_icon_for_forms.png

In the email form dialogue, enter an email subject and select at least one client contact email address in the send to field. If you wish to include a note with your email, use the additional memo comment box. Use the send to (other) field to enter any other email addresses you wish to send the form to. 

email_form_new_UI.png

Once you have completed all relevant fields, click send. 

Print a form 

Find the form you would like to print, click the arrow next to view, and select print

print_form_from_list.png

Alternatively, click view for the form in the client forms list and select the print print_icon_view_forms.png icon. 

print_icon_forms.png

A printable PDF version of the form will open in a separate tab. 

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