Export Case

• To export Case Details, go to Cases>Select Case Page. 
• Select Export Case Data from the top-right menu 

• This will bring you to the Export Case page, which will include case details:
  • Basic Details
  • Requests
  • Claims
  • Encounters
• You can select or unselect the checkboxes in each section to include or exclude information from the export
  

  

• Scroll to the bottom and select Preview Export
• If you are satisfied with the information on the Preview Export page, select Download Export
• PDF of the case will download to your computer

Click here to view a Sample Report