How to Export a Care Plan

StoriiCare allows you to export Care Plans directly from the Care Plan feature for printing, sharing, or recordkeeping. Exports can be generated as either a PDF or CSV file and configured to suit your organization’s specific needs.

1. Open the participant’s profile.

2. Click on the Care Plan section (this may appear as Support Plan, Service Plan, Know Me Better, etc., depending on your organization’s terminology).

1. In the top-right corner of the Care Plan screen, click View Summary.

2. This will display an overview of all the participant’s Care Plans and categories.

1. Once on the summary page, click the Export button.

2. A page will appear with various configuration options for your export.

StoriiCare provides flexible export settings so you can include only the information you need.

• Include Historical/Archived Care Plans

  Toggle this on if you’d like to include past or archived care plans in the export.

• Apply a Time Range

  Filter results by a specific date range (e.g. care plans from the past 6 months).

• Show Center ID

  Choose whether to display the participant’s Center ID (this option applies to CSV exports only).

• Number of Signature Boxes

  Enter the number of signature fields you’d like displayed at the bottom of the exported form.

• Select Specific Categories or Update Notes

  If you only want to export certain categories or sections (rather than all Care Plans), you can choose which to include.

• Show Participant Preview (the toggle below the dropdown selector)

  When enabled, the preview section will display the following information: Participant profile photo, Full Name, Preferred Name, Date of Birth, Gender, Room Number, Room Phone Number, Height, and Weight.

⚠️ Note: These preview fields are not currently customizable.

If your organization does not use these fields, it’s best to export with “Show Participant Preview” turned off for a cleaner report.

Customizable Face Sheet field exports are currently on our development roadmap.

StoriiCare supports two export file types:

• PDF – for easily printable, shareable reports.

• CSV – for data analysis or importing into other systems.

Once you’ve configured your settings:

1. Click Export.

2. Your Care Plan will download automatically in your selected format (PDF or CSV).

• Use PDF exports when you need printable copies with signature fields.

• Use CSV exports for data tracking or when integrating with external reporting tools.

• Always double-check export settings before downloading to ensure all required categories and notes are included.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.