How-to

Printing intake forms and blank service forms

Bulk-print every booking's intake forms for the day, or print a blank service form for any service.

Light prints two flavours of service forms on paper:

  • Intake forms for a day's bookings — bulk-printed from the Dashboard, one form per booking, carrying whatever data has already been recorded against each booking's intake forms.
  • Blank service forms — printed from a service's settings page, with no customer attached.

Bulk-printing intake forms for the day

Use this when you've got a clinic lined up and want a paper copy of every patient's intake forms in one go.

  1. Open the Dashboard

    Go to the Dashboard. Bookings are grouped by day.

  2. Choose Print intake forms

    On the day you want, open the day-group menu (top right of the group, next to Print run sheet) and tap Print intake forms. Light gathers the intake forms for every booking on that day and prepares the print preview.

  3. Review and print

    Each form in the preview reflects whatever the booking already has on it — a prescreener the patient hasn't started prints blank, one they've partially completed prints with the answers so far, and a finished form prints fully filled in. Use your browser's print dialog to print or save as PDF.

<!-- TODO: screenshot needed — Dashboard day-group menu showing Print intake forms next to Print run sheet -->

Print intake forms only appears when at least one booking on that day has a printable intake form attached to its service. If the menu item isn't there, none of the day's services have intake forms.

Printing a blank service form

Print a service's forms with no customer attached, straight from the service settings page.

  1. Open the service

    Find the service in Settings›Services and open it.

  2. Find the Forms section

    Scroll to the Forms section on the service detail page. Forms are grouped by phase (pre-encounter, encounter, post-encounter).

  3. Print
    • Print all — at the top of the Forms section, prints every form attached to the service in one job.
    • Print — beside a phase heading, prints only the forms in that phase.
    • Per-form print — hover a form row and tap the printer icon to print just that form.

    Use your browser's print dialog to print or save as PDF.

<!-- TODO: screenshot needed — Forms section on a service settings page with Print all, per-phase Print, and per-form print icons visible -->

What's on a printed form

  • Bulk intake — one form per booking, identical in layout to what you'd get printing from the booking or service screen for a single customer. Anything already recorded against the form comes through with it.
  • Blank (per service) — same form layout as a single-customer print, but without a customer attached.

Cancelled and held bookings are excluded from the bulk-print job.