Copy
- Copy all copies the whole document as formatted text, ready to paste into your EHR. Editors that only accept plain text receive a plain-text version. A clinical note’s accepted diagnosis codes are included at the end.
- To copy one section, hover over its heading and select the copy icon.
- The Transcript tab has its own Copy button.
Export
- Select Export.
- Choose Download PDF or Download Word (.docx).
On a phone, both downloads are in the document’s ⋯ menu.
Any unsaved edits are saved first. The file includes the document title, the patient’s name and date of birth (if a patient is assigned), the date of service, the clinician, whether the document is signed, accepted diagnosis codes (clinical notes), and a confidentiality notice. The file name is based on the document title and never includes the patient’s name.
Security
- Every copy and export is recorded in your practice’s audit log.
- Exported files contain patient information. Store and share them according to your practice’s policies.
- Quillentra doesn’t send documents by email. Our emails never contain patient information.