This article applies to Motivity Clinical. It explains how to download a single note or report and how to bulk export multiple notes.
Single Note or Report 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.
The Download icon in the upper right corner of a signed session note in Motivity Clinical.
Multiple Note/Bulk Download
The ability to create a bulk download of notes is found in the Timeline & Reports or Programs & 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
Select the export type that you want
Choose a start and end date
Click "Export" to begin the project
The Export icon on a learner's dashboard in Motivity Clinical.
The export type options in Motivity Clinical.
The start and end date selection for an export in Motivity Clinical.
This displays a new pop up where you can change your date range, export, or cancel your 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
The export pop-up in Motivity Clinical, with the timeline of past export projects on the right.
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
Updated 11/12/26 by Alexandra Ahlgren