11.6.3.1. Printing

Take home paperwork can be printed individually from Checkout or in bulk from Print/Email Paperwork. This page will cover how to print these documents.

To print via Checkout, follow these steps:

1. Navigate to Clients > Check In/Checkout > Check In/Checkout.
2. Click the animal’s status such as In Progress or Checked Out to get to the Checkout page.
3. In the upper right corner, click Paperwork.
4. Click Print.
5. In the popup, you can select what documents you’d like to print. There are HQ Templates which cannot be customized, then there are all the custom templates you’ve created under Templates in settings.
6. Once you have your documents selected, click Print Selected Documents.
7. Preview the information and if everything is correct, click the printer icon. You may also choose to download the documents to your computer instead.

To print via Patient Flow, follow these steps:

1. Move the patient through to the last page of patient flow. For S/N or other anesthetic appointments, this will be the Surgery tab. For non-anesthetic appointments, this will be the Treatment tab.
2. Follow steps 3-7 from the previous section.

To print via Print/Email Paperwork, follow these steps:

1. Go to Clients > Check In/Checkout > Print/Email Paperwork.
2. Select the tick boxes for each animal you want to print records for. There are many options to filter through your list.
3. Once all animals are selected, click Print Selected.
4. Follow the same steps as print via checkout from the popup.

Printing Grouped Receipts for Public with Multiple Appointments

If an owner has multiple appointments on the same day, you can print one receipt for all their animals. To do so, follow these steps:

1. Go to Clients > Check In/Checkout > Checkout Quick Entry.
2. Select the animals you are updating. You may need to fill in any missing fields.
3. Tick the Print receipts after updating box.
4. If you are ready to check the animals out, click Update and Checkout. If not, click Update and In Progress.