Export a Chart as a PDF

Q: How do I export a chart (or section of a chart) to a PDF document?

1. Open Share Charts

1. Open Share Charts

Click on the SOAPware menu, then select Share Charts.

2. Select the Type of Export

2. Select the Type of Export
  • Individual: Allows the user to click the Select button, then choose the individual patient's chart that will be exported.
  • Pulled Charts: Allows the user to export all charts that are in the Pulled Charts section.
  • All Charts: Allows the user to export all charts.

The most common selection here will be "Individual".

3. Enter Search Dates

3. Enter Search Dates

If you wish to export only documents from a specific date range, use the Start Date and End Date dialogs to enter this information.  

*Note: If you wish to export all documents within a chart, leave the Start and End dates blank.

4. Select Chart Sections for Export

4. Select Chart Sections for Export

In this section, you will select the chart sections to be exported.  This will default to export all chart sections.  If you wish to export only specific chart sections, uncheck the "Select Items" check box (this clears out all check boxes), then select each individual chart section to export.

5. Select Location to Save

5. Select Location to Save

Click the Browse button and select the desired location to save the PDF document.

6. Copy

6. Copy

Click the Copy button to perform the export.

PDF Document Saved

PDF Document Saved

The document will be saved as a PDF document to the location indicated from step 6.