Retrieving Information for Audit



I would love to review my cases/do a small retrospective study for specific conditions. I am trying to think of the easiest way to retrieve the info from cliniko.
Currently I have a brief diagnosis (often from the referral) in the notes field in pt details, then again a more specific diagnosis (following assessment) in my initial treatment notes
I include an outcome measure in my initial treatment notes (it has a separate box) and then again (if I remember!) within my follow-up treatment notes on the last session

I’m thinking of changing my follow-up treatment notes to have a separate box for outcome measure within my foll-up notes.

I could then export treatment notes to excel and filter.

But before I make any changes…I’m wondering how others approach reviewing their treatments and outcomes?