Often you may be required to provide a downloaded record of a client's case notes, perhaps for a court case or to forward to another practitioner.
In this guide, we will explain how to download a summary of your case notes.
Follow the steps below to download the case note history:
1. Go to a Client File > Clinical > Case Notes
2. Ensure the Case Note History is showing
3. Click on the Print icon and select Save as PDF or Save to PDF next to the Destination icon and click Save
💡 The case notes will automatically be downloaded to your computer. Check your Downloads file if you are unable to find the file.
🚀 Did you know that you can share case notes and other important information securely with other clinicians with our Clinivid add-on? Please, give it a look here: Getting started with Clinivid
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