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How to export Secure Messaging Sessions into .csv files

Article author
Helen
  • Updated

OnCall Health offers the ability to download and export Secure Messaging Sessions as .csv files for your records. 

We offer the Secure Messaging Functionality in several areas on our platform. The guide below will outline how to in all of these areas.

Exporting Secure Messaging Sessions in Messages

1. Complete your Secure Messaging Session by pressing Complete. Click here for a guide on how to create a Secure Messaging Session.

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2. Once you have Completed the conversation, click on the Export button in the top left hand corner in your web app.

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3. This will download a .csv file directly to your computer.

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4. You can now open up your conversation in any program that is optimal for opening .csv files for your records! 

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Exporting Secure Messaging Sessions during Video Appointments

You can send messages and files with your client in our Secure Messaging Tool during video session appointments. Please follow the instructions below on how to download these conversations during your appointment while using the web app.

*Note: You will need to export the conversation before completing the video appointment if you would like a copy for your records.

1. Complete your video appointment session like you normally would. Click here for a guide on how to create video appointments.

2. Before you complete the video appointment, click on ...>Export chat to CSV button on the top right hand corner. 

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3. This will download a .csv file directly to your computer.

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4. You can now open up your conversation in any program that is optimal for opening .csv files for your records! 

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If you have any further questions, please do not hesitate to contact us at support@oncallhealth.ca.

 

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