Export all clinical records for a patient

You can download a patient’s full clinical record for backup or subpoena purposes. This allows you to export all clinical notes – including appointment notes, prescriptions, orders, intake forms, clinical tools, attached files – into a single zip file. 

Download all clinical notes for a patient

  1. Go to the patient profile, click the Clinical Notes tab and open any clinical note.

  2. In the top right, click the Icon-Printer.svg print icon.

  3. In the pop-up, for Content, select All patient notes/files then click Export.

  4. The clinical record file begins to export. To view the status of your file, click the Icon-Download.svg download icon in the top right to open your download history. While exporting, the Status of the download is Pending.

  5. When your file is ready to download, you receive a notification. In the download history pop-up, click the Icon-Download.svg download icon beside your exported file to save the full clinical record as a zip file.



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