How do I export patient records?

Overview

From time to time, patients may ask for a copy of their clinical notes. This guide will show you how you can do this quickly and easily.

Steps

1. Click on the patient's appointment block and then click the patient's name or View Profile.
   
   
   
   
2. Click on the Treatments Tab to show treatment history.
   
    
   
   
3. Click on the More drop-down (upper right) and select Print Patient Records.
   
4. Patient Records will display. If your browser is Chrome, click on the Download (upper right) to save as a PDF, at which point you can email the document to the patient; or click on the Print icon to print out a paper copy. 
   
   If your browser is Edge, right-click anywhere on the active screen and select Print to print out a paper copy or Save as to save as a PDF to email to the patient.
   

If a patient isn't attending your clinic anymore, you may need to create an alert on their file.

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!