Step 1:

To export a record to a PDF file, first you need to make sure the user (with the assigned user role) has the right permissions to export records. To do this, open the ‘user roles’ window via the menu > App settings > Users > User roles. Open the appropriate user role (e.g. manager, head physician, etc) and make sure to click the appropriate checkbox to enable the right to export a record.

Step 2:

Whenever a record is completed and closed (consultation, treatment, inspection or after treatment) you’ll be able to use the ‘export record (PDF)’ link. This will immediately generate the PDF file. You’re able to print this file, save it or send it by e-mail.

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