Export Sessions | Voters

Export Sessions

Cassidy Graham

Looking for the ability to export the sessions to CSV file or in pdf form to be able to generates a list of patients who may be interested in a specific service across our entire patient panel without reviewing individual encounters.

Mo from Heidi

Thanks for sharing your perspective, Cassidy Graham — this is really helpful. Exporting sessions to CSV/PDF to build a panel-wide list without digging through individual encounters makes a ton of sense. We’re going to take a look on our side and follow up soon with any questions or next steps.