Copying and exporting notes

Confidant has two ways to get a note out of the app: copy as text (for pasting into your EHR) and export to PDF.

Copy as text

1. Open the note (must be in Notes Ready or Finalized state — copy isn't available on transcripts without notes)
2. Click Copy at the top of the note editor
3. The button briefly changes to Copied! to confirm

The clipboard receives plain text formatted like this:

SUBJECTIVE:
[paragraph]

OBJECTIVE:
[paragraph]

ASSESSMENT:
[paragraph]

PLAN:
[paragraph]

DIAGNOSIS: F41.1 — Generalized Anxiety Disorder

SESSION RECAP:
- bullet
- bullet

For DAP notes, you get DATA / ASSESSMENT / PLAN instead of the four SOAP sections. Diagnosis appears only if you've set one. Recap appears only if it's non-empty.

Paste straight into your EHR's note field. Most EHRs handle the section headers cleanly; some may want them removed.

Export to PDF

1. Open the note
2. Click PDF at the top of the note editor
3. Your OS print dialog appears
4. Choose Save as PDF (or print directly to a printer)

The PDF is generated from a print-friendly view of the note — section headers, the formatted recap as bullets, the diagnosis. Your patient's name appears at the top.

When each makes sense

• Copy when your workflow is "Confidant generates → I paste into the EHR." Most therapists end up here.
• PDF for paper records, insurance submissions that want PDF, or sharing with a supervisor or attorney.

What's not exported

The transcript and audio file are not exported with the note. Both stay inside Confidant for your reference but aren't part of what gets handed off.

If you need the transcript exported separately, it's currently a copy-paste from the transcript pane in the session view. A formal transcript export is on the roadmap.

Privacy reminder

Once you copy or export, the data has left Confidant's encrypted database. Whatever you paste it into — your EHR, an email, a clipboard manager — has its own privacy posture. Be deliberate about where it lands.