Share a clinician snapshot

What to know about Share a clinician snapshot

A focused export is easier to review than an entire history. Select only the dates and categories that support the conversation.

• Choose a date range and check every section before exporting.
• Keep the self-recorded header visible so the source and limits are clear.
• Share the file through a channel your clinician or practice has approved.
• Delete or revoke access when the conversation is finished if you no longer need the copy.