Short answer
Open the packet window (tick visits on Billing and click Export packet, or Export packet on a client, caregiver or visit). The Preview on the right is the packet itself, drawn by the same build as the download, and it redraws a moment after each change. Nothing is saved, recorded or sent until you click Download PDF or Email packet.
Step by step
- On Billing, tick the visits you want and click Export packet. It is also on a client, a caregiver and a visit.
- Pick a Layout, or tick what the packet should contain.
- Watch the Preview on the right. It shows how many pages the packet has.
- Open Customize this packet to change sections, the signature, branding or your own fields. The preview follows.
- Click Download PDF or Email packet when it looks right.
Good to know
- Large packets The preview draws the newest few visits and says how many the full packet has. Every visit prints the same way.
- On a phone switch between Compose and Preview at the top of the window.
- Preview stuck? click Refresh above it. Your choices are kept and Download still works.
- Invoice packets built from the Invoices tab do not show a preview.