Summary:

The export feature is present on sections of client accounts that have user-input data. These include the sections ‘Account Users’, ‘Providers’, ‘Schedule,’ and ‘Medications.’ This feature gives a user the ability to create and download a PDF of all the data input into each respective section.

Usage:

To use the export feature a user will have to click on the ‘Export’ button. The button will only appear in a section once the first piece of data has been entered into the section. Users can save and share this exported document of information with respective parties as appropriate.