Export Notes to CSV

Export general client note information to a CSV file.

Note: This export does not include the contents of each note; for this information, you must export to a PDF from the client's file. Use this article to do so: Export a Client's Files to PDF.

Export the Notes List

1. Click Lists → Notes.
2. Click the arrow to the right of the Search button.
3. Select Export to CSV.

Note: The Lists → Notes export is limited to 50,000 line items. If your Notes report exceeds this limit, please export the list in filtered batches. Learn more here.

Export Headers

• Client
  
• Client ID
  
• Date of Service
  
• Form (template name)
  
• Status (locked or unlocked)
  
• Note Date
  
• Practitioner