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Download/Extract Case notes

Download and extract a copy of your client's case notes.

Updated over a week ago

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. Select the PDF icon to download

💡 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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