---
title: How to download notes from Epic
description: Download notes from Epic with the help of our guide!
---

<https://hipaa.jotform.com/203226403188147>

# How to download notes from Epic

Last Update: Mar 19 2021 3:29pm

 

Saving documents from Epic to upload while placing DME orders is fast and easy. 

**See here for a video**: [https://attendee.gotowebinar.com/recording/3442483359374234370](https://attendee.gotowebinar.com/recording/3442483359374234370)

## Instructions:

Step 1: In EPIC, open a chart review on desired patient

![tmw 1](https://resources.tomorrowhealth.com/hs-fs/hubfs/tmw%201.png?width=515&height=269&name=tmw%201.png)

Step 2: In Chart Review, go to the Notes tab

![tmw 2](https://resources.tomorrowhealth.com/hs-fs/hubfs/tmw%202.png?width=300&height=120&name=tmw%202.png)

Step 3: Select the desired note by clicking on it once

![tmw 3](https://resources.tomorrowhealth.com/hs-fs/hubfs/tmw%203.png?width=398&height=127&name=tmw%203.png)

Step 4: Right click on the opened note and select print

 ![tmw 4](https://resources.tomorrowhealth.com/hs-fs/hubfs/tmw%204.png?width=386&height=276&name=tmw%204.png)

Step 5: You may have to select the desired note from the attachments window. If the below pops up, select the desired note and select continue

![tmw 5](https://resources.tomorrowhealth.com/hs-fs/hubfs/tmw%205.png?width=399&height=269&name=tmw%205.png)

Step 6: Use the scroll bar in the Print window to slide the whole way to the left

  ![tmw 6](https://resources.tomorrowhealth.com/hs-fs/hubfs/tmw%206.png?width=350&height=313&name=tmw%206.png)

Step 7: Select the option for Microsoft Print to PDF

![tmw 7](https://resources.tomorrowhealth.com/hs-fs/hubfs/tmw%207.png?width=300&height=107&name=tmw%207.png)

Step 8: Select print

![tmw 8](https://resources.tomorrowhealth.com/hs-fs/hubfs/tmw%208.png?width=300&height=126&name=tmw%208.png)

Step 9: You can then choose what you’d like to name the document and where you’d like to save the document. Save it to your desktop for easy access

 ![tmw 9-1](https://resources.tomorrowhealth.com/hs-fs/hubfs/tmw%209-1.png?width=416&height=266&name=tmw%209-1.png)

![tmw 9-2](https://resources.tomorrowhealth.com/hs-fs/hubfs/tmw%209-2.png?width=413&height=287&name=tmw%209-2.png)

 

![tmw 9-3](https://resources.tomorrowhealth.com/hs-fs/hubfs/tmw%209-3.png?width=391&height=340&name=tmw%209-3.png)