You can export your clinical notes directly from PatientNotes using the More (… ) button at the bottom of a note. This makes it easy to print, download a PDF, or email a plain-text version without needing to copy and paste into another system first.
Before you export, it’s helpful to know how Mark as complete works:
First: Mark as complete (copies your note)
When you click Mark as complete, PatientNotes saves the note and copies it to your clipboard automatically. This is the fastest way to transfer your note into another system.
Option 1: Paste into your client record (or use an integration)
After marking the note as complete, you can:
Paste the note into your practice management system/EHR (e.g. Cliniko, Nookal, Best Practice, Genie, CorePlus, etc.) using:
Ctrl + V (Windows)
Command + V (Mac)
Or, if your clinic has an integration, you can push/transfer the note into the client record via the connected workflow.
This is the recommended approach if you want the note stored inside your client record.
If you want to print, email, or download a separate copy directly from PatientNotes (instead of pasting into another system), use the options below.
Option 2: Print from PatientNotes
Open the note you want to print.
Scroll to the bottom of the note.
Click More (… ).
Select Print.
Choose your printer settings and print as usua
Option 3: Download as a PDF
Open the note and scroll to the bottom.
Click More (… ).
Select Download PDF.
Save the file to your device (then print or upload it as needed).
Option 4: Email the Note (Plain Text)
Open the note and scroll to the bottom.
Click More (… ).
Select Email (Plain Text).
Your default email client will open with the note content in the email body—add the recipient and send.
Option 5: Copy HTML (for Email)
If you want to paste a nicely formatted version of the note into an email:
Open the note and scroll to the bottom.
Click More (… ).
Select Copy HTML (for Email).
Paste into your email editor.
Reminder: Always review and verify your note before finalising, printing, or sharing it.