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TheraNest Ideas Portal
Status Completed
Categories Notes & Cases
Created by Guest
Created on Apr 7, 2021

Save completed custom forms as PDFs

After we fill out and save a custom form for a client, allow me to save and download it as a PDF. Right now it doesn't save as a file type that we can send to insurance.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    When completing a Client form or Case form, printing the form will download the form as a PDF document.
  • Attach files