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Copy and export

If your clinic does not use Accuro, this is how a finished note leaves CleverConsult.

One click, then paste​

The copy control sits above the generated note. One click copies the finished note to your clipboard, formatted and ready to paste straight into your EMR.

No retyping, and no reformatting on the other side.

Before you copy​

The note you copy is whatever is on screen, so finish the work first:

  1. Check the draft against the referral package — turn on citations if you want to verify a specific claim. See How the pre-consult note works.
  2. Add anything missing by typing or dictating.
  3. Confirm the right template is selected — switching it re-renders the note.

If you use Accuro​

You do not need this page. Accuro clinics send notes directly into the chart instead — see Publishing notes to Accuro.