Downloading a Single Session Note
There are 2 ways to download a single session note. - From Individual Session Note:
Step 1: After scheduling an appointment, access the details by clicking on the appointment, then proceed by selecting the 'Add Note' option.
Step 2: Click on in the upper-right corner.
Step 3: A popup box will appear for Export Session(s), and you can choose which informations you want to include by checking the relevant items.
- From Client Page:
Step 1: Navigate to Search Clients then input the name of the desired client
Step 2: A dialog box will appear allowing you to access the client page by clicking Go to Client Page.
Step 3: Click on the Events tab on the left-hand side then click then click 
on the selected session you want to download.
Step 4: A popup box will appear for Export Session(s), and you can choose which informations you want to include by checking the relevant items.
Note: You can download it in either PDF or CSV format. Related Articles
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