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Exporting Notes or Reports

PractaLuma makes it easy to export your notes, referrals, or assessments for printing, record keeping, or sharing.

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Written by Andrew Hargitay
Updated over 3 months ago

1. Export a note or document

  • Navigate to the session or document

  • Click “Export” and select your format (PDF or DOCX)

  • You can download the file or copy it to your clipboard

2. Export with or without identifying info

  • When exporting, choose whether to include client name or initials

  • Useful for sharing anonymised examples or supervision cases

3. Save to your local system

  • Downloads are automatically saved to your device

  • You can also upload exported files to third-party systems like client management software

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