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, patient forms, clinical tools, attached files – into a single zip file.

Download all clinical notes for a patient

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

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

    Clinical-Notes-Export-03.png
  3. In the pop-up, for Content, select All patient notes/files then click Export.

    Clinical-Notes-Export-01.png
  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.

    Clinical-Notes-Export-02.png
  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.

    Clinical-Notes-Export-04.png

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