Saving Notes as PDF

1. Go to your Care Dashboard. 

2. Open the Client Tab.

3. Click on the Client.

4. Select the specific session.

5. Navigate to the Notes tab and find the finalized note for the session.
6. Click the Share button at the top right corner of your note
   1. Note: this will only appear once your charting note has been saved and signed
7. Select which sections you'd like to include
8. Select whether you'd like to include the Emora letterhead
9. Click the Preview button in the top right corner
10. Adjust the Document title as needed
11. Choose whether to Print / Save as PDF or Upload to the client's documents directly

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