Skip to main content

Download visit details

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

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:

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
Did this answer your question?