Export a case report PDF

Download a one-page case report with the case and patient basics and a signature line.

Last updated October 22, 2026

Who can do this: Admin, Nurse Case Manager, Internal Case Manager, Billing Staff

Steps

  1. Open Cases and click the case's row.Step 1: Open Cases and click the case's row.
  2. Click Export PDF at the top right.
  3. Your browser downloads a file named after the case number, for example CM-2026-00042-report.pdf.

What's in it

A "Case Report" page with the case number, status, today's date, the patient's name and date of birth, and lines for the nurse's signature and the date.

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