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Export and hand off

Export the finished document into the patient's record

When you have finished editing, download the document as PDF or Word. File it in your record system or send it the way you send letters today.

A drafted clinical assessment for exertional chest pain with history, findings, assessment, differential diagnosis and plan

Hand the document to whoever needs it next

Export keeps the headings, lists and tables you set in the editor.

  • Send a PDF

    Send a fixed copy to the specialist, the ward or the patient.

  • Use Word for your own layout

    Open the document in Word to move it onto a letterhead or into a record template.

  • File it yourself

    Upload the export to your record system yourself. We never write into the record for you.

A drafted referral letter to cardiology summarizing the history, findings and the question for the specialist

Built in

Keep the workspace as the working copy

An export is a copy for the record. The workspace keeps the sources and drafts for the next visit.

  • Keep drafts in the workspace

    Come back to the assessment and its sources at the follow-up.

  • Export any document

    Export assessments, letters and summaries the same way.

  • Use any record system

    Use the export with any record system that accepts a PDF or Word file.

Outcomes

What you gain at the end of the workup

  • You send the format the reader needs

    Send a PDF when the reader should not edit, and Word when someone will.

  • You file the edited version

    You file the document you checked, not the first draft.

  • You start follow-up from the same workspace

    You find the sources and earlier documents still there when the patient comes back.

Comparison

Export the finished document instead of copying it across

TopicBeforeWith the register
FormatCopied from one program into anotherPDF or Word in one download
Into the recordPasted into a form fieldFiled as a PDF or Word document
Version filedSometimes an earlier draftThe version you edited last
Later referenceThe letter without its sourcesThe letter, with its sources kept in the workspace

Questions

Frequently asked questions

Which formats can I export?

PDF and Word.

Does it write into our record system?

No. It does not integrate with a record system. Upload the exported file the way you file letters today.

Can I change a document after exporting it?

Yes. Edit it in the workspace and export again, or edit the Word file directly.