Pulling Notes for an Audit

How To Pull Notes in PDF format for Audits

Below you will find a video guiding you through the steps of how to pull session notes for an audit. When exported all notes will neatly compile into a zip drive for you.

All notes must be in an Approved status before they can pulled into PDF format. This is to ensure the note is in its final approved format before being used as a permeant product documenting a billable session. 

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