How do I save a PDF of a visit note?

To save a PDF of an Encounter or Well Visit Note:

  1. Change the output selection located in the upper right-hand corner of OP to Preview.

  1. Navigate to and open the note that will be saved as a PDF.
  2. Click the Print Note button. The Print Preview window is displayed.

  1. Click the Printer icon in the Print Preview window.
  2. Select the Print to File checkbox and complete the Print to File fields:
  • Type: PDF File
  • Where: Use the browse button  to select where you want to save the PDF.

  1. Click OK. The note is saved as a PDF in the specified location.
  2. Complete the Medical Record Disclosure window.