Confidant gives you four ways to get a note out: copy a single section, copy the whole note, export every session for a patient as a CSV, or export a single note as a PDF.
Copy a single section
Open the note (it must read Ready to review or Finalized)
Each section heading (Subjective, Objective, Assessment, Plan, etc.) has a small Copy button on the right
Click it. The clipboard gets the section heading plus the section text
This is the fastest way to drop one section into a specific field of an EHR — for example, pasting just the Plan into a treatment plan field.
The Session Recap section does not have a per-section Copy button — the recap is for your own pre-session reference, not for the clinical record.
Copy the whole note
Open the note (Ready to review or Finalized)
Click the copy icon (Copy note, two overlapping squares) at the top of the note, next to the export icon
A Copied note message appears at the bottom of the window to confirm
The clipboard receives plain text formatted like this:
SUBJECTIVE: [paragraph]OBJECTIVE: [paragraph]ASSESSMENT: [paragraph]PLAN: [paragraph]DIAGNOSIS: F41.1 — Generalized Anxiety Disorder
For DAP notes, you get DATA / ASSESSMENT / PLAN instead of the four SOAP sections, and so on, depending on the note format. Diagnosis appears only if you've set one. The Session Recap is intentionally not included in copy output — it's a pre-session reference for the therapist, not part of the clinical record.
Paste straight into your EHR's note field. Most EHRs handle the section headers cleanly; some may want them removed.
Export all sessions as CSV
For per-patient bulk export, the patient detail page has a CSV option:
Open the patient
Click Export CSV (a downward arrow) beside the Sessions heading (it appears once the patient has at least one session)
Pick a save location — Confidant writes a CSV with one row per session
Columns: Patient, Date, Duration, Session Type, Status, Note Format, Diagnosis Code, Diagnosis, Subjective, Objective, Assessment, Plan. The Session Recap is intentionally excluded for the same reason as the per-note copy.
This is the right export for moving records out of Confidant in bulk — for example, switching EHRs or producing a reviewable archive.
Save as PDF
To produce a PDF of a single note:
Open the note
Click the export icon (Export, an arrow out of a tray) at the top of the note, then Note as PDF (choose Note as text for a plain-text file instead)
Select the preferred headers for your note (license #, diagnosis, etc.)
Your OS save dialog appears
Choose Save
The PDF view is a clean, page-formatted version of the note with section headers, the diagnosis, your patient's name at the top. Most therapists who need a hand-off PDF use this flow.
When each makes sense
Per-section Copy when your EHR has separate fields for each SOAP section
Copy whole note when your EHR has one big "session note" field. Most therapists end up here.
CSV export for bulk moves, supervisor review, or audit copies
PDF (print → Save as PDF) for paper records, insurance submissions, 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.
To save the transcript on its own, click the export icon at the top of the session panel and choose Transcript. It saves a plain-text file. Before a note is written, the same export icon sits at the right of the Note / Transcript / Details tabs with Transcript as its only choice. The audio file isn't exported.
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.