Print Button Reports
  • 17 Dec 2023
  • 1 Minute to read

Print Button Reports


Article Summary

Use the Print button to print out, save, export or email the current screen content in a simple grid format.

Overview

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As you work with information throughout Procare you will often encounter the Print button which provides a simple grid format of the information you are currently viewing – for example, the Account Billing Summary screen. This differs from a standard Report in that you have no sorting or filtering options, because it is intended to provide just the specific information on the screen.

When you click the Print button you may choose to print the information, save it to a file for later use, export it to various formats (such as PDF), or email the current screen content to someone.

Hint: Choosing the email option will prompt you to save the file as a PDF which will automatically be attached to the email.

The Print Button Functions

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At the top of the print preview screen you’ll see a toolbar with icons to perform a variety of functions. Choose the appropriate icon for the thing you want to do such a printing or saving the file.

Hint: Mouse-over each icon on your system to see a tool-tip description for each icon.

Examples

Print an Account Billing Summary for a particular family and email it to the Primary Payer:

  1. Look Up the Account.

  2. Click the Contract Billing Summary icon (money bag) on the Account toolbar.
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  3. Click the Print button.

  4. Click the Email icon (far right).

  5. Follow the prompts to save the file, then email it to the desired person.

Print Benefits for an employee, such as Vacation or Sick Days used:

  1. Look Up the Employee.

  2. Click the Benefits icon on the toolbar.
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  3. Click on the Used tab.

  4. Set the date values as desired.

  5. Click the Print button.

  6. Click the Quick Print icon to accept print defaults and print the information.


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