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Export or print session notes

Guide on how to export or print session notes

You can export and print a clients notes in two ways: either a singular note or the entire record. Here's how you do it:

Exporting the entire record

  1. Find the client you want to export notes from.

  2. In the client list, click the three horisontal dots to the right of their name.

  3. Select "Print session notes"

  4. You can select whether to include draft notes, or only signed notes by toggling the controls in the top of the page.

πŸ’‘ If you wish to exclude some information from the export, simply click on the content you wish to include and you'll see it turns light gray. This means it will not be included in the final export. This works for both client details and entire notes. When you're ready, click Print.

Exporting a single note

  1. Find the client in the client list

  2. Click to open their record

  3. Find the specific note you want to export in their list of notes and click on the three dots on the right.

  4. Export as described above.

You select Print both whether you want to print, or download the notes as a PDF to your laptop.

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