Downloading a Single Session Note

There are 2 ways to download a single session note. 

1. 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 information you want to include by checking the relevant items. 

1. 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 information you want to include by checking the relevant items. 

Note: You can download it in either PDF or CSV format. 

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