USER GUIDES

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  4. Export Clinical Notes

Export clinical notes

Overview

Sometimes you may need to share your patient notes with other professionals. This tutotial explains how to export your notes as a PDF or print out a hard copy.

How to export multiple notes

  1. Head over to to the "Archived Notes" or "Draft Notes" page depending on the notes you wish to export.

  2. Use the filtering tools to search for the client notes you'd like to export. In the video below we've selected notes from "All Client" and "All Users" in the search query.

  3. Start typing the name of the client in the seach field to find the notes.

  4. Use the batch edit tool, then click on the notes you wish to export to select them. Now click the print icon from the batch edit menu to open the export options.

  5. Choose whether you'd like to export the selected notes as a PDF or print a copy. If you've chosen to print the notes you'll need to specify a local printer. To export notes as a PDF, you'll need to select a folder on your device for the downnload.

    6. Pro Tip : 

    Use the filtering tool if you require specific notes, such as notes written by a specific staff member or a certain time range.

How to export an individual note

To print individual clinical notes, head over to the "Draft Notes Page" or "Archived Notes Page" depending on the note you wish to export.

  1. Click on the print icon next to the note you wish to print to open the export screen.

  2. Choose whether you'd like to export the selected note as a PDF or send to a printer. If you've chosen to print the notes you'll need to specify a local printer. To export notes as a PDF, you'll need to select a folder on your device for the downnload.