Export Therapy Notes as PDF or CSV for Your EHR
Export clinical notes as PDF (via the browser print dialog) or CSV. Attach to your EHR, practice management system, or patient records in seconds.
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WellNotes lets you export clinical notes as professionally formatted PDF files or CSV spreadsheets. PDFs are ideal for attaching to patient charts in your EHR (Electronic Health Record) or printing for paper records. CSV exports are useful for bulk data migration, practice audits, or importing into other systems. PDF export is available for a single note, for selected notes, or for all notes. CSV export always includes all notes.
How do you export notes for your EHR?
- 1
Open the Notes dashboard
Navigate to /notes to see your full note list.
- 2
Select notes to export
Open the Export menu and click "Select Notes to Export...", check the notes you want or use "Select All", then click "Export N as PDF" (N is the number selected). Selection applies to PDF export only.
- 3
Export as PDF
Click "Export N as PDF" (or "Export All as PDF" in the Export menu). This opens your browser's print dialog, where you choose "Save as PDF" or print; it does not download a file by itself. Each note is rendered on its own page with its note type, session date, and creation date, followed by the full note text. PDFs are suitable for printing or attaching to charts.
- 4
Export as CSV
Open the Export menu and click "Export All as CSV" to download a spreadsheet-compatible file of all your notes. Each note is a row with the columns Type, Session Date, Created, Last Modified, and Content. Useful for bulk data migration or analysis.
What tips save time?
- PDFs are the recommended format for EHR attachment or printing.
- CSV export is useful when migrating your notes to another system or for practice audits.
- You can export PDF for a single note, selected notes, or all notes. CSV always includes all notes.
- Notes are saved only in this browser and are cleared when you log out or are signed out after 15 minutes of inactivity. Export or copy any notes you want to keep into your EHR or records system first.
Frequently asked questions
Can I export all my notes at once?
Yes. Open the Export menu and choose "Export All as PDF" (opens the print dialog) or "Export All as CSV" (downloads one spreadsheet of all notes).
Does the PDF include the note metadata (date, client info)?
The PDF includes the note type, session date, and creation date. The client is not included in the PDF. Client display names you create are stored only in your browser, not on our servers. We recommend using initials or an alias rather than a full name.
Is export available during the free trial?
Yes. During the free trial you have your plan's features, including PDF and CSV export. PDF and CSV export are available on both Starter and Professional plans.
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Still have questions? Email our support team (we typically respond within one business day).