You can export all your documentation notes directly from your Alma Portal, with the option to generate mass exports.
Where to Find Data Export
- Log in to your Alma Portal.
- Go to your profile and select Account Settings.
- In the left-hand menu, select Data Export.
All past and new export requests will appear on this page. You can return anytime to download exports you’ve already created.
Create a New Export
To create a new export:
- From the Data Export page, select New Export.
- Choose your filters:
- Clients: Export documentation for one or more clients.
- Document Types: Choose assessments, intake forms, progress notes, clinical documentation, client data, treatment plans, or chart notes.
- Date Range: Select the time period you’d like to export.
- Select Export.
Your request will begin processing in the background. You can navigate away while Alma prepares your export.
Download Your Export
- Once ready, the page will refresh and show your export at the top of the list.
- Select Download to save the export as a PDF.
- Copy the unique password shown on the page. You’ll need this password to open the PDF, since it contains protected health information (PHI).
| Note: You can always return to the Data Export page to re-download past exports. Depending on the amount of documentation included, exports may take a few minutes. Each PDF has its own password for secure access. |