We would like a one-click export that pulls all note types for a member at once upon discharge, please

Hi Lauren, thanks for flagging this! StoriiCare actually does have a Notes export feature already — you can export both Progress Notes and Visit Notes as PDF or CSV, filtered by participant, date range, tags, or note type. Here are the guides:

How to Export Progress Notes - https://help.storiicare.com/en/articles/9541825

How to Export Visit Notes - https://help.storiicare.com/en/articles/9543105

To make sure we get you exactly what you need for D/C folders — could you tell us a bit more about which specific notes you're running into trouble exporting? For example:

Are you trying to export a specific note type that isn't covered above?

Or are you looking for a single, one-click export that pulls all note types for a participant at once upon discharge (rather than exporting each type separately)?

Let us know and we'll get this sorted or pass along the right feedback to our product team! 🙂