How to Save an Intake as a PDF

To generate and save a digital copy of a patient's Intake form in PDF format for record-keeping or secure sharing.

Steps to Save an Intake as a PDF:

1. Go to the patient's Intake.
   
   
2. Click on the Print button, then select Intake from the dropdown.
   
   
3. When the print window opens, choose PDF as the format:
   
   
4. To save the file:
   
   
   • Click the disk icon (?) if available, or
     
     
   • Click the printer icon, then choose "Save as PDF" as the destination.
     
     
5. Choose a file name and save location, then click Save.
   
   

Note:

The exact steps may vary slightly depending on the browser (e.g., Chrome, Edge, Firefox), but the "Save as PDF" option is typically found in the print dialog.

This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741

Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.