Overview

This article walks through exporting a client record. This includes exporting forms, encounters, and the client record, either in entirety of just certain selected items.

Workflows

Video Walkthrough

Step-by-Step Walkthrough

Updated April 2025 

New Chart Export Option - export only completed forms 

Updated modal

 

Export Form

1. Select a form in an encounter

2. Click "Export"

3. Navigate to downloads to download your form export

4. Download your form when the export completes

Export Encounter Walkthrough

1. Select the desired encounter

2. Click the three dots

3. Click on Export Encounter

4. Select or deselect and forms for the export

5. Click on Export

6. Click on View Downloads

7. Download your export when complete

Export Record Walkthrough​

1. Navigate to a client chart

2. Select "Export Brief" for an instant "Face Sheet" export

3. Click on Select the "Export Record" option for a larger custom export

4. Select the content you want exported by "Select All" or individually selecting/deselecting

5. Optionally set a date range for the export

6. Click on Export

7. Click on View Downloads in the lower left of the screen after exporting

8. Refresh your downloads or wait for the export to complete

9. Click on Download to save to your device