To quickly export a patient’s clinical records, use the Clinical Summary feature to generate a PDF in just two clicks.
*Note: This is the quickest method to export all clinical notes, also the least customizable as the PDF layout is fixed.
To export patient notes with ability to edit the document, refer to this article:
https://help.zavy.com/en/articles/13134839-exporting-notes-using-documents-v2
1. In the patient file, click the Clinical Summary button located at the top right of the page:
2. The Clinical Summary pops up at the right side, you can then adjust the filters as needed and click the Print button to export the clinical notes into a PDF file.
