How to Convert an Entry into a PDF Document
Overview
CompanyOn allows practitioners and clinics to convert documentation entries into PDF documents directly from the client timeline.
This workflow is useful for:
• Sharing documentation
• Printing chart entries
• Sending reports
• Saving copies of documentation
• External submissions or administrative workflows
How to Convert a Timeline Entry into a PDF
Steps to Convert an Entry into a PDF
Open the client profile
Navigate to the Timeline
Locate the chart entry or documentation entry you want to export
Open the entry
Click the PDF Icon or Export to PDF option
Generate the PDF document
Save or download the PDF
What Happens Next
• A PDF version of the chart entry is created
• The document can be printed, downloaded, or shared securely
• The original timeline entry remains unchanged
Common Uses for PDF Exports
Common Workflows
• Sharing documentation with clients
• Insurance submissions
• External reporting
• Printing chart notes
• Administrative documentation requests
• Secure file storage workflows
Important Notes
• PDF exports reflect the information saved inside the chart entry
• Documentation should be reviewed before generating the PDF
• Generated PDFs are based on the completed timeline entry or chart template
Best Practices
Recommended Best Practices
• Review chart entries for accuracy before exporting
• Ensure all documentation is completed before generating the PDF
• Store exported documents securely
• Follow clinic privacy and compliance policies when sharing documents
Frequently Asked Questions
Can Any Timeline Entry Be Converted into a PDF?
Most chart entries and documentation entries can be exported as PDF documents.
Does Exporting to PDF Change the Original Entry?
No. The original timeline entry remains unchanged.
Can PDF Documents Be Printed?
Yes. Exported PDFs can be downloaded and printed.
Can PDF Documents Be Shared Electronically?
Yes. PDF documents can be securely shared depending on clinic workflows and compliance requirements.
Can Consent Forms or Assessments Be Exported as PDFs?
Yes. Completed forms and documentation entries can typically be exported into PDF format.