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Export patient treatment data

How to export data when a patient asks for a copy of their notes

Written by Dr Askari

Download photos

  1. Go to Client card>Medical>Photos

  2. Select the photos and click the download icon.

You can download all the photos in a particular visit in one go.

Download Documents

  1. Go to Client card>Medical>Documents

  2. Select the photos and click the download icon.

You can download all the photos in a particular visit in one go.

Download forms

  1. Go to Client card>Medical>Forms

  2. Click on the name of the form>Options>Download PDF

Download prescriptions

  1. Go to Client card>Medical>Prescriptions

  2. Click on the prescription>Options>Print

Download practitioner treatment notes

Go to Client card>Medical and click the download icon to the right of the treatment you'd like to export.

To export all practitioner treatment notes, click the download icon beneath the Medical History tab.

Download invoices

  1. Go to Client card>Financials

  2. Click on the invoice>Options and choose to re-email or download.

If there are a lot of invoices:

  1. Go to Reports and run an invoice log report

  2. Enter the patient name in the search bar

  3. Download as csv and email to your patient.

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