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

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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








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