DocsUser GuideExporting Notes

Exporting Notes

Export your notes to your EHR, as files, or share with patients.

4 min read·Updated November 2025

01Export Formats

Export your notes in multiple formats:

  • PDF: Professional formatted document
  • Word (.docx): Editable document
  • Plain Text: For pasting into any system
  • HL7 FHIR: For EHR integration

02Export to EHR

If you have EHR integration configured:

  1. Tap "Export" on your completed note
  2. Select your EHR from the list
  3. Choose the patient record
  4. Confirm the export

The note will appear in your EHR within seconds.

03Sharing with Patients

Share visit summaries with patients:

  • Generate a patient-friendly summary
  • Send via secure email or text
  • Create a secure link for portal access
  • Print a copy for the patient

Patient summaries automatically exclude sensitive clinical details.

04Batch Export

Export multiple notes at once (Team and Enterprise):

  1. Go to Notes → Select Multiple
  2. Check the notes you want to export
  3. Tap "Export Selected"
  4. Choose your format and destination