A summary view of any request can be exported from the platform as a PDF file. This file can be printed as a hardcopy of the request or can be sent via electronic communication methods, such as email.

It is not recommended to generate a print summary using Ctrl + P as the generated document contains URL information and is not optimized for distribution or printing.

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* Access to Utilization Management * Permission to view requests * Permission to generate a Request Summary

When a detailed summary view of a request is needed to be exported from the platform.

* The summary view contains PHI. Follow you organization's policy for distributing this PDF or for printing and maintaining a hard copy.

Starting point is the details view of a request.

Click **Print Summary**.

On the newly opened tab, click **Download PDF.**

The PDF downloads to your machine. Follow your normal process for managing the document.

Click **Close** on the bottom of the Summary view to close the tab.