Exporting a Patient's Medical Records

To export a patient's medical records, you'll need to get to their patient dashboard. To get there:

  • Click 'Clients/Patients'

  • Find the patient

  • Click their name

This will open their dashboard. From here, you'll be able to export a patient's medical record:

  • As a whole

  • As an individual SOAP

Exporting the Patient's Entire Medical Record

To export an entire medical record, click the 'Export' button (orange) in the 'Patient History' section of the patient's dashboard.

This download will be a zip file, and will contain every SOAP and every document in the patient's medical record.

Exporting a SOAP

To export an individual SOAP, you'll need to:

  • Find the SOAP in the 'Patient History' section

  • Open the SOAP

This will put you in the SOAP's 'Summary' section. From here, click the three dots in the upper right corner of the SOAP, and select 'Export SOAP' (pink).

Note: you can also export the documents attached to the SOAP, or delete is (if you have the correct permissions).

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