Exporting All Clinical Data and Notes

Exporting All Clinical Data and Notes

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  




Step 4: A popup box will appear for Export Session(s), and you can choose to include more details by checking the relevant items



Step 5: If you want to specify a date, go to Session Date and change it to your preferred date by choosing the Select Date option








NoteYou can download it in either PDF or CSV format. However, if you include Timeline Events, it is only available in PDF format.



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