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Download visit details

In this article, we explain how you can download visits, which include notes and activities.

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Written by Lucy Robbie
Updated over 3 weeks ago

You can download visits, including the activities, activity notes, visit notes, and start and end times, from the service user's record. This downloads a PDF document which you can print, email or save.

To do this, follow these simple steps:

πŸ“ŒNote: If the selected date range is too large, the download may take longer. We recommend breaking the range into smaller periods.

  1. Click the three-line menu.

  2. Select the relevant service and service user.

  3. From the left-hand panel, select Visits.

  4. Use the calendar field to select the date range.

  5. To download the PDF, click the download icon.

download icon
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