Skip to main content

Download visit details

Download detailed visit records, including activities, notes, and visit times, as a PDF.

Written by Lucy Robbie

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:

📌Note: 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 download icon icon.

Did this answer your question?