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

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