Exporting documents

To export documents

How to get there

From the Patient menu, under General, select Document Manager.

The patient's Document Manager page displays.

Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.

On a patient's Document Manager page, select the checkbox of one or more documents.

Tip: If necessary, you can filter the list of documents using tags on the side of the page, search for documents using the Search by document name or tag search field, or sort the document list using the Sort By field. If viewing in List mode, you can also sort the document list by the Document Name and Date columns.
ClickTap Export.

Depending on your browser and configuration, the documents are downloaded to your computer, the browser provides you with the option of specifying where to download the documents, or the documents display in your browser.