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Export patient treatment data

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

Dr Askari avatar
Written by Dr Askari
Updated over 7 months ago

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 treatment notes

Unless having a formal export of all your data, at the time of writing this article, it is not possible to download treatment notes and face maps.

For now, this is achieved by taking a screenshot of the desired information.

Taking a screenshot on Windows:

Use the Print Screen key, the Windows Logo Key + PrtScn shortcut, or the Snipping Tool.

Taking a screenshot on Mac:

To capture a portion of the screen press Shift-Command-4, then move the crosshair pointer to the desired area, and click and drag to capture.

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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