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Patients history

  • Aug 15, 2025 11:28 AM UTC
  • 6 replies
  • 153 views

Jordan
Community Pro
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Hi,

 

Two questions as not sure if I’m missing something,

Is it possible to be able to export a patients appointment history?

Also is it possible to export a patients clinical notes that includes the chart itself?

 

Many Thanks

6 replies

BCDC2023
Crowned Member
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  • Crowned Member
  • Aug 15, 2025 12:42 PM UTC

I often find that taking a windows screenshot is useful

if you need to send proof to a patient.   I don’t believe you can export the dates or the chart with notes.  


Jordan
Community Pro
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  • Author
  • Community Pro
  • Aug 15, 2025 12:48 PM UTC

I often find that taking a windows screenshot is useful

if you need to send proof to a patient.   I don’t believe you can export the dates or the chart with notes.  

This is what I have had to do.

Just a shame that there is a lot you can’t seem to out of the system. Some feature recommendations I think I need to make :)


BCDC2023
Crowned Member
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  • Crowned Member
  • Aug 15, 2025 12:55 PM UTC

I agree that would be useful, together with proper time stamps wherever we see dates in the system.   


Jordan
Community Pro
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  • Author
  • Community Pro
  • Oct 13, 2025 9:36 AM UTC

The appointment screen has now been updated, Which most of it I am actually happy with the change.

This however makes it harder to export the appointment history in a screenshot. 

Currently running an audit and this is making it way more difficult than this easy task should be.


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  • Savvy Contributor
  • Oct 27, 2026 2:48 PM UTC

also interested if any update on this down the line. appreciate this is an old post but still an issue

thanks


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  • Savvy Contributor
  • Nov 10, 2026 4:44 PM UTC

Printing the chart along with clinical notes is now possible ...using Deltaly - use the export clinical notes button on the History Tab 😉