This article will review how to download a single note and how to bulk export multiple notes.
Single Note Download
Once a session note has been signed, you can download or print a PDF version of the session note by completing the following:
Select the note of interest
Click on the Download icon in the right-hand upper corner
This will download the note to your computer as a pdf. Click on the download to open the pdf. You can now:
Send to your printer - or -
Save as a pdf
Multiple Note/Bulk Download
The ability to create a bulk download of notes is found in the Timeline and Reports or Programs and Progress areas of your learner's dashboard.
To create a bulk export:
Navigate to Timeline and Reports or Programs and Progress on your learner's dashboard
Select the "Export" icon in the top right corner
Choose a date range you want to export from
Click the "Export" drop-down
Select "Session Notes" or "General Notes"
Click "Configure"
This displays a new pop up where you can change your date range, export, or cancel your project
Click "Export" to begin the project
You will see a timeline of past projects on the right-hand side
Your current project will be at the top of the list and will be displayed as generating
Your project will be done generating when a green check mark is displayed next to it
Click on your project
It will download a zip file to your computer
Open the zip file to access all the individual pdf files
You can now:
Share the zip file with a relevant third party (i.e. a parent, auditor, etc)
Print notes
Save the project as a zip file
Note:
If an export project is taking some time, you can click out of it and continue your work without losing progress
You can always check on the progress by clicking on "Export", selecting "Session Notes" or "General Notes" from the drop-down, and clicking "Configure"
This will return you to the pop-up and will show you the progress of the project
You can click on other exports from the export timeline to access past export projects
Report Download
The ability to download reports is also found in the Timeline and Reports or Programs and Progress areas of your learner's dashboard.
To download a report:
Navigate to Timeline and Reports or Programs and Progress on your learner's dashboard
Select the "Export" icon in the top right corner
Choose a date range you want to export from
Click the "Export" drop-down
Select "Reports"
Click "Configure"
This displays a new pop up where you can change your date range, export, or cancel your project
Click "Export" to begin the project
You will see a timeline of past projects on the right-hand side
Your current project will be at the top of the list and will be displayed as generating
Your project will be done generating when a green check mark is displayed next to it
Click on your project
It will download a zip file to your computer
Open the zip file to access all the individual pdf files
You can now:
Share the zip file with a relevant third party (i.e. a parent, auditor, etc)
Print notes
Save the project as a zip file
Note:
If an export project is taking some time, you can click out of it and continue your work without losing progress
You can always check on the progress by clicking on "Export", selecting "Reports" from the drop-down, and clicking "Configure"
This will return you to the pop-up and will show you the progress of the project
You can click on other exports from the export timeline to access past export projects
Last updated: 10/21/24