Step by step guide
Navigate to a patient’s profile. You can do this by finding the particular patient visit in the ‘Visits’ page, or from the ‘Patients’ page by searching for the patient’s name or external ID.
In the Timeline section of the page, you will notice the Visits that have been created for this particular patient.
Click on the ‘Settings’ icon in the Visit’s title.
A drop down will appear, containing the option Download.
Clicking Download will download a PDF document containing all appointment related communications, including responses to surveys and chat backs.
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