Exporting client treatment notes may be required from time to time when requested by WorkCover, insurance claims, or other third-parties. Exporting treatment notes makes it easy to generate PDF exports that are accurate and ready to share.
To export treatment notes, begin by going to Clients and opening the profile of the client you need to export treatment notes.
Once you’re in the client’s profile, click on treatment notes and scroll down.
Click on Export notes.
A pop-up will appear displaying all treatment notes for that specific client.
To make it easier to select the treatment notes required you have the option to filter the notes by type or team member.
Use the check boxes next to each note to select which note or notes to export. Once you have selected the treatment notes you can then choose to download the notes as a combined file or as an individual file.
Downloading as a combined file will display each treatment note one after each other in a single PDF document.
Downloading each note as an individual file will display each note in its own separate PDF document.
Once you confirm your selection, the file will automatically download to your computer.
You can then share these notes as required. Don't forget sharing notes often requires consent from your client. You can use our contracts and waivers to get signed consent that is stored straight in the client's file.