Export Clinical Consultation Notes

This article explains how to export clinical consultation notes from the Conditions tab in the Patient tree.

Providers may need to compile and export consultation notes to send to ACC regarding specific claims when requested. Consult notes can be edited in the Document Writer screen prior to export.

• Select the Export dropdown arrow to export all consults to PDF or the Document Writer screen.
• Click the Export button to chose from a selection of consultation notes to include in the export.

Select consultation notes to export

1. Open the Clinical record for the relevant patient.

NOTE Consultation notes cannot be exported from the Clinical Record when opened in View-Only mode.

2. Navigate to the Conditions tab of the Patient tree.
3. Select the relevant claim.
4. Select View all next to the Consults heading.



5. Review consultation note contents before selecting the Export button.



6. Use the checkboxes to select which consult notes to export.



7. Click Export to PDF, or Export to editor to make any additional updates to consultation notes before export.