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Print Involvement

Within the Contact Involvement Tab, the current view can be printed.

NOTE: You must have at least Enabled permissions to Provider > Involvement Tab.

To print the involvement tab:

  1. Select the desired view (Cases or Intakes).

  2. Customize your Search or Filters, if desired.

  3. Adjust columns and column order, if desired.

  4. Click the Print icon above the grid.

  5. A print preview window will display where you can set the destination (PDF or local printer), layout, and other settings. Choose your desired selections and Save or Print.

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