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.

To download all notes, you must follow these two steps:

Read the sections below for the full step-by-step guide.

Prepare to export clinical notes for download

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

  2. In the top right, click Actions then click Icon-Printer.svg Print clinical note.

    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. In the top-right, click Actions then click Icon-Download.svg Download clinical notes to open your download history. While exporting, the Status of the download is Pending.

    Clinical-Notes-Export-02.png

    This option is visible only after you have exported the patient's clinical notes.

When the clinical notes have finished downloading, proceed to the next section.

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 Actions then click Icon-Download.svg Download clinical notes to open your download history.

    Clinical-Notes-Export-02.png
  3. 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

Note

You also receive a notification when your file is ready to download.

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