Review the note before exporting it, then confirm the patient and encounter again inside the EHR.
Copy the full note
Open the completed visit and select the note tab.
Choose Copy Note.
Open the correct chart and note field in the EHR.
Paste, check headings and spacing, and review the clinical content before signing.
Copy one section
Use the copy action beside a section when the EHR has separate fields. A section copy may contain the body without the heading, so verify the destination field.
Download or print
Choose Download PDF or Print Note when those actions fit the organization's workflow. Store or attach exported files only in approved locations.
If formatting changes
EHR editors may remove spacing, bullets, or headings. Correct the formatting in the EHR and verify the final charted note.