Overview

Looking to download session notes from a session onto your local desktop? Follow the steps below!

Guide 📖

Navigate to the Roster tab and find the patient's name on the list on the left-hand side

Once you find and click on the correct patient, navigate to the 'Notes' tab. In the notes tab, you will see all available notes on file to view. Navigate to the one you are looking for and click on it

Once the correct note is open, the option to download it as a PDF will appear

Once you click this option, a print preview will open. Under the 'Destination' dropdown, click 'Save as PDF'. Click save to save onto your local desktop

Please note that downloading session notes from our platform onto your desktop no longer keeps the notes in a secure place. Please be mindful of the notes you download and immediately delete them once you are finished using them.

Need A Hand? 🙋🏽🤔

Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!