Skip to main content

Exporting your notes

Aviva Glassman avatar
Written by Aviva Glassman
Updated over 2 weeks ago

You can download your notes as PDF file or copy your notes to your clipboard with the quick click of a button.

Downloading your notes as a PDF

You can download your progress notes as a PDF. The PDF includes the header (client and session information), and if you signed off on your notes, the document will also include your digital signature and signing timestamp.

  1. Go to your Progress notes.

  2. Click on the PDF icon. Your download will start immediately, and the file will be saved to your downloads folder.

Copying your notes to your clipboard

To copy your notes, click the clipboard icon.

Copying your notes to your EHR with Upheal's browser extension

If you use Google Chrome and want to copy and paste your progress notes all in the same tab, try Upheal's Chrome browser extension.

Did this answer your question?