---
title: Patient Overview - Exporting Data in a PDF
description: From the Patient Overview page, all patient data can be exported in PDF format.
---

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# Patient Overview - Exporting Data in a PDF

## From the Patient Overview page, all patient data can be exported in PDF format.

To access the **Patient Overview**, use one of the following methods.  Your access may depend on your organization, your role, or your permissions.

#### 1. Use **Health Overview**

On the aTouchAway® Dashboards under **Live Monitoring,** click ***Health Overview*.**    

![](https://info.aetonix.com/hs-fs/hubfs/health%20overview%20page%20link-png-1.png?width=600&height=66&name=health%20overview%20page%20link-png-1.png)

Find the patient for whom you would like to export data.  You can use the search bar or filters to assist in locating a specific patient. Click ***the patient's name*** to access the **Patient Overview**.  

#### ![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-02-42-39-9682-PM.png?width=500&height=356&name=image-png-Apr-25-2024-02-42-39-9682-PM.png)

#### 2. Use Creation / Token

On the aTouchAway® Dashboards under **Patient Management**, click ***Creation/Token***.

![](https://info.aetonix.com/hs-fs/hubfs/creation%20token%20dashboards-png-Aug-16-2024-12-51-34-9152-PM.png?width=600&height=112&name=creation%20token%20dashboards-png-Aug-16-2024-12-51-34-9152-PM.png)

Find the patient for whom you would like to export data.  You can use the search bar or filters to assist in locating a specific patient. Click the *eye* icon to the right of the patient's name to access the **Patient Overview**.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-02-46-20-0238-PM.png?width=500&height=240&name=image-png-Apr-25-2024-02-46-20-0238-PM.png)

#### 3. Use Patients

On the aTouchAway® Dashboards under **Patient Management**, click ***Patients***.

![](https://info.aetonix.com/hs-fs/hubfs/patients%20dashboards-png-Aug-16-2024-12-54-08-7811-PM.png?width=600&height=112&name=patients%20dashboards-png-Aug-16-2024-12-54-08-7811-PM.png)

Find the patient for whom you would like to export data.  You can use the search bar or filters to assist in locating a specific patient. Click the ***3-dot menu*** to the right of the patient's name.  Click ***Patient Overview*** to access the **Patient Overview**.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-02-50-21-2935-PM.png?width=500&height=345&name=image-png-Apr-25-2024-02-50-21-2935-PM.png)

### Export the PDF

To create the PDF, on the **Patient Overview** page, click the ***Export PDF*** link in the top right corner.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-02-53-02-0422-PM.png?width=500&height=170&name=image-png-Apr-25-2024-02-53-02-0422-PM.png)

If you've never created an export, you will see the following message.  At the end of the process, the preferences you've selected can be saved to create a preset, allowing you to save time on your next exports. Click ***NEXT*** to continue.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-02-53-57-9066-PM.png?width=500&height=131&name=image-png-Apr-25-2024-02-53-57-9066-PM.png)

Select the Health Indicators you would like to display in your report.  Click ***NEXT*** to continue.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-02-54-48-3230-PM.png?width=500&height=264&name=image-png-Apr-25-2024-02-54-48-3230-PM.png)

Select the date range and name the file.  Click ***NEXT*** to continue.  

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-02-55-38-6354-PM.png?width=500&height=246&name=image-png-Apr-25-2024-02-55-38-6354-PM.png)

There are additional customizations available. These are optional.  Click ***NEXT*** to continue.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-02-56-26-3054-PM.png?width=500&height=269&name=image-png-Apr-25-2024-02-56-26-3054-PM.png)

Choose the forms you want to export. Please note, you will only see the forms that are available to your organization; therefore, this screenshot may not match what you see.  Click ***NEXT*** to continue.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-02-57-16-0140-PM.png?width=500&height=475&name=image-png-Apr-25-2024-02-57-16-0140-PM.png)

Choose the Pathway(s) you'd like to export.  

You will now see the option to save your selections as a preset or to simply save your PDF.    
Click ***SAVE SETTINGS AS PRESET*** to save these settings.  

Click ***SAVE*** to **save the PDF to your computer**.  The file should be located in your downloaded files folder.  

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-02-59-07-1159-PM.png?width=500&height=302&name=image-png-Apr-25-2024-02-59-07-1159-PM.png)

Once you've created a preset, you can export PDF files by selecting the preset at the start of this process.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-04-18-31-9734-PM.png?width=500&height=161&name=image-png-Apr-25-2024-04-18-31-9734-PM.png)

The length of the exported PDF document will depend on the indicators chosen.

![Export PDF 8](https://info.aetonix.com/hs-fs/hubfs/Export%20PDF%208.png?width=600&height=412&name=Export%20PDF%208.png)

 

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