Follow these steps to export a client’s case notes to PDF in ESCASES.

1. Log into your ESCASES portal.
2. Open the navigation menu. 
3. Select “Client Management”.
4. Select the appropriate program.
5. Locate the profile you wish to view.
6. Click the arrow next to their name to expand the profile.
7. Click on the profile information to open their profile.
8. Select the “Case Notes” tab.
9. Select the appropriate action plan.
10. Click the “Export to PDF” button.*
11. Download should begin automatically.

*You can also download an individual case note by clicking on the “Actions” button next to it and selecting “Export to PDF” from the dropdown menu.

Congratulations! You have downloaded a PDF of a client’s case notes.