When a note is ready, the fastest way to get it into your practice management system (PMS), an email, or any other app is to copy it. You can copy the whole note or a single section, and the copy adapts to where you paste: rich-text fields keep your headings, bold text, and lists, while plain text boxes get clean, symbol-free text.
Copying the whole note
Open the consult and select the note you want (see Viewing and navigating a consult), then click Copy in the small rounded toolbar at the bottom-right of the editor. The full note is on your clipboard, ready to paste.
Copying a single section
Notes are divided into sections that follow your template, and you don't always want all of them. Hover over a section and Copy and Copy MD buttons appear at its bottom-right; click Copy to copy just that section. This is handy when your PMS has separate fields for, say, history and treatment. Your clipboard holds one thing at a time, so paste each section before copying the next.
Copy vs Copy MD
Copy is the one you'll use almost every time. Rich-text fields (PMS note fields, Word, email) keep your headings, bold, and lists; plain text boxes get clean text with no formatting symbols.
Copy MD copies the note as Markdown — the raw formatting marks like
###and**are kept as text. Only use it for tools that understand Markdown.
If your pasted text is full of ### and ** symbols, you used Copy MD — go back and use Copy instead.
Copying a letter
Letters work a little differently: the toolbar has a single Copy Text button that copies the letter as plain text, and any tables are left out. If your letter needs its formatting or tables kept, download it instead — see Exporting and copying your notes and letters.
Good to know
Copying doesn't save anything. It only puts text on your clipboard — your note in Whippet is untouched. If you've made edits you want to keep, click Save too; see Saving and printing your notes.
If your practice has a PMS integration, finished notes can be sent across automatically with no copying at all — see Sending finished notes to your practice management system.
If something goes wrong
The copy buttons are greyed out or don't respond. The note is still being written, or an AI rewrite is in progress. Wait until it finishes, then try again.
Pasted text lost its formatting. The field you pasted into only accepts plain text — the text itself is still clean and complete. If you need the formatting kept, paste into a rich-text field or download the note as .docx instead.
The button doesn't show "Copied". Your browser may be blocking clipboard access — check for a permission prompt near the address bar.