To extract your case notes for your externally plan-managed and self-managed clients, go to Support Coordination and click Cos Invoices. If you have extracted case notes previously, these earlier claims will show on your screen. To create a new claim, click on the New Run button.

All the unclaimed case notes for your externally plan-managed and self-managed clients will appear on your screen. If you're wanting to create an export for a set period, use the From and To Date fields at the top of the screen to select your date range. Tick the Select All checkbox and click the Create Invoice button. A confirmation window appears for you to check the totals and when you're ready, click Confirm. All the selected case notes will be added to an extraction header record and this will be shown on your screen with the unique number assigned to it. Select all the case notes, go to Action and click the Download File option for your accounting system. A zip file will be created and placed in your Download section containing the extracted files feature important to your accounting system. Download this to your computer, then select it and go to Show and Folder. From here you can extract the files by right clicking and going to Extract All, then click the Extract button. You can then go to your accounting system and follow their process for importing invoices. When you go back to Support Coordination, CoS Invoices, you'll see the claim with today's created date is now showing what the status have extracted and if you click on the review link, all the case notes show what the status have extracted as well.