Print a physical copy of a customer's form or SOAP note response from their profile.
Prerequisites: Your customer must have at least one form or SOAP note response.
To print a response:
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Go to Customers.
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On the Vagaro Pro App: Select Customers at the bottom of the screen
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On the Web: Select Customers at the top of the screen.
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Select the customer.
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Select the Forms or SOAP tab.
Note
If you're on the phone, swipe left on the top menu to see the Forms and SOAP tabs.
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Select the response you want to view:
Any forms or SOAP notes the customer has filled out will be displayed below Fill New Form or Fill New SOAP.
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Select the form or SOAP note template. All responses for this template will be displayed below.
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Select the response. If you aren't sure what response to choose, you can view the submission date next to the customer's name.
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Begin printing the form:
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On the Phone: Select the Action
button in the top-right corner, then select Print.
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On the Web, Tablet, or Pay Desk: Select the Print
button.
The Print Form Details popup will display.
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Choose any items you don't want to include in your printed form or SOAP note:
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Customer Name
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Customer Contact Info
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Date Of Completion
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Security Details
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Business Logo
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Hide Question Numbers
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Select Print and print the form.
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