To support your clinical workflow, in just a few clicks providers can create a PDF export for all of a patient’s cases – or a specific one – that can be shared or uploaded to the patient record in your EMR. Exports include all activity on a case, including any photos sent by the patient.

Exporting Case Activity

  1. Open the Case Export tray by clicking the export icon in the upper righthand corner of the patient profile.
  2. Select whether you want to export activity for all cases or select an individual case.
  3. Click the “Export PDF” button – it will show that it is creating the PDF.
  4. When the export is complete, the button will change to say “Save PDF” – click it to save the PDF to your computer.
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