GROUP NOTE DOWNLOAD/EXPORT: it would save a lot of time when there are clinical file requests or major reports to complete | Voters

GROUP NOTE DOWNLOAD/EXPORT: it would save a lot of time when there are clinical file requests or major reports to complete

I A

Multi-select->Extract as ... [Word/PDF] downloads master/compressed file. Imagine the time saved! :)

Very fiddly when having to extract files individually.

Heidi Team

Thanks for sharing this — totally get how painful it is to export notes one-by-one when you’re dealing with frequent file requests or bigger reports.
Group download/export (multi-select → export as Word/PDF, ideally bundled into a single zipped file) is a great time-saver. I’ll share this with the team.
A couple quick questions so we capture the workflow properly:
1) Are you wanting to bulk export across multiple sessions, multiple documents within a single session, or both?
2) When you say “master/compressed file,” would a ZIP containing individual PDFs/DOCX files work, or do you want one combined PDF/Word document?
3) Roughly how many notes/documents are you typically exporting at a time (e.g., 5, 20, 100)?
If you have an example of a typical “clinical file request” pack (even just the structure/what’s included), that’d help a lot too.