Step by step guide

  • Navigate to a patient’s profile. You can do this by finding the particular patient visit in the ‘Visits’ page, or from the ‘Patients’ page by searching for the patient’s name or external ID.

  • In the Timeline section of the page, you will notice the Visits that have been created for this particular patient.

  • Click on the Settings icon in the Visit’s title.

  • A drop down will appear, containing the option Download.

  • Clicking Download will download a PDF document containing all appointment related communications, including responses to surveys and chat backs.

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