Getting your important documents from your practitioner in Practice Better is straightforward, and we're here to guide you through each step. Whether you need invoices, session notes, or protocols, you can easily download and print everything you need.
How to Print Invoices
Printing your invoices is a simple process.
- Go to Invoices & Billing from the client portal menu.
- Click the Download button to save your invoice as a PDF.
- Open the downloaded PDF and select Print from your browser or PDF viewer.
Your invoice will download as a clean, professional PDF that's ready for printing or saving to your records.
How to Print Session Notes
When you need to print session notes, follow these easy steps.
- Go to Session Notes from the client portal menu.
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Click on the title of the Note you want to print to view it.
- Click the Download button near the top-right.
- Open the downloaded PDF and select Print from your browser or PDF viewer.
Hot to Print Document Files
For files stored in your Documents folder, follow the steps below.
- Go to Documents from the client portal menu.
- Click on the document you want to print - this will display the available options.
- Click either View or Download.
- View: Compatible file types will open natively in the Practice Better Document viewer.
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Download: Depending on your browser settings, the file may open and display in a new tab, or download directly to your local device.
- Open the downloaded document from your downloads folder if needed.
- Select Print from your document viewer.
How to Print Protocols
Printing your protocols gives you flexibility in how you access your important information.
- Go to Protocols from the client portal menu.
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Click Download to save the protocol document.
- Alternatively, click View or click the Protocol title to open it in your portal.
Click the Download button near the top right of the Protocol details page.
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Open the downloaded document.
- Select Print from your document viewer.