Short answer
In the packet window, set Layout to Simple. Each visit prints on its own page: the client, caregiver, date and service, time in and out, the care completed as a plain list, the visit notes, clock-in and clock-out with GPS and where it was verified, and one signature. There is no minute-by-minute timeline. Many visits download as one PDF.
Step by step
- Tick the visits on Billing and click Export packet.
- Set Layout to Simple. Its full name is Simple, one page per visit.
- To change it, open Customize this packet: pick the client's or the caregiver's signature, show or hide sections, or add your logo, a color and a header line.
- Add your own fields there if the payer needs them: a value already on record, your own text, a line to write on, or boxes to tick.
- Under the Layout, click Save as a new layout and name it so you can pick it again next time.
- Click Download PDF.
Good to know
- Long notes are shortened to keep each visit on one page, and the page says so.
- Only completed care is listed, without the time or who did each task.
- Your own fields can print your client, caregiver and visit custom fields, such as a policy number.
- Standard is unchanged. Packets on the Standard layout print exactly as before.