Once your notes have been written and you’re happy with them, transferring them to your Practice Management Software (PMS) is simple with Whippet Notes. Follow the steps below to ensure your notes are transferred efficiently.
How to transfer your notes:
Copy your notes:
Below your notes, you’ll find two options: 'Copy' and 'Copy with formatting'.
Copy: This option will bring across your notes without the formatting that is visible on Whippet Notes. Use this if your PMS doesn’t support advanced formatting.
Copy with formatting: This option retains the formatting from Whippet Notes, such as bullet points, bold text, and headings.
Compatibility:
The 'Copy with formatting' option is only supported on PMS that accept notes written in markdown. An example of this is EzyVet. If your PMS doesn’t support markdown, you should use the regular 'Copy' option.
Pasting into Your PMS:
After copying, simply paste the notes into your PMS where you normally input consultation details. If you’re using 'Copy with formatting' and your PMS supports markdown, the formatting will be preserved.