First, find the conversation of the client in question by locating it in the conversation column on the left side of the screen, or by clicking the search icon 🔍 in the menu on the right side of the screen, searching for the client, and clicking ‘Join Chat’
Export the conversation:
- Click the three dots in the upper-right corner of the conversation
- Choose Export
💡When exporting a conversation, there is an option to include or exclude internal notes from the patient record
💡The conversation name can be changed 💡There's also an Include images checkbox. When enabled, any images shared in the conversation will be embedded directly in the exported PDF (rather than as links).
Export the form:
- Click the three dots on the right of the Form and choose Export
💡A message will automatically appear in the conversation when the export has been successful Conversation:
Form:
