1. Export your note as PDF or Word
Navigate to the session → click “Export”
Choose between PDF or DOCX format
The exported file is formatted cleanly for email, upload, or printing
2. Remove identifiers before exporting
Toggle off client name or date if you want an anonymised version
Especially helpful for supervision, training, or client access requests
3. Share with referrers or care team
Export the note and upload it to your practice software
Or attach it to secure emails to GPs, psychiatrists, or allied health
You can also copy/paste directly into third-party systems
4. Sharing with the client
Use the “Plain Language” tone when generating notes if you want a version suitable for clients
Always check and edit before sharing to ensure sensitivity and accuracy
Avoid sharing internal clinical impressions unless appropriate