While individual treatment notes can be saved and exported as PDFs, there might be times when you need all of one patient's notes in one document! This is where the history report comes in.


First, select the patient you need all the notes for. Then, click the History button:

This will bring you to a new page that will let you filter information by date, practitioner, business, and "record" (such as appointments, treatment notes, or patient forms):

If you want to print everything, don't worry about using the filters—by default, "everything" will be selected, and if you press the Print button in the upper-right:

A PDF will load in a new browser window for you:

If you don't use any filters whatsoever, the history report will contain:

  • A full list of appointments for this patient.

  • All treatment notes that have been written for this patient.

  • All forms completed by this patient.

From here, you can save it to your computer as a PDF, or print it! All done. 👌 

Of course, if you'd like to drill down into specific things, you can do that, too! Perhaps you'd like to see a list of notes written by only a particular practitioner, or just a list of patient forms and nothing else. The filtering tools will allow you to do that, so you can generate exactly what you need!

History reports are really handy because they allow you to obtain a large quantity of patient-related information at once, rather than having to take note of each of these individually!


Similarly, if you need to obtain all invoice information for a patient, you can run an account statement. Head over 👉here to learn how to do that!

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