Want your own copy of the services you've recorded? You can download them from any referral as a CSV file and open it in Excel or Google Sheets.
- Navigate to Children & Youth on the top blue navigation bar.
- Select Service Referrals in the dropdown.
- Find the referral and click "View Service Referral."
- In the Service Records section, click "Download CSV."
New to CSV files? See How to use a CSV file.