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Can I Email Patient Summaries or Action Plans Directly From the Platform?

Yes. You can now email patient summaries or action plans directly from PatientNotes using the Email (Plain Text) option.

How to Email a Patient Summary / Action Plan

  1. Open the completed session note (or patient summary/action plan output).

  2. Scroll to the bottom of the note.

  3. Click More (… ).

  4. Select Email (Plain Text).

  5. Your email program will open with the content pre-filled—add the recipient and send.

Other ways to share (Print or PDF)

If you prefer not to email, you can also export the content from the same menu:

  • More (… ) → Print

  • More (… ) → Download PDF

These options are helpful if you need to upload the summary into your PMS/EHR or provide a printed copy.

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