After reviewing a note, you can copy it, download a PDF or Word document, print it, or send it by email. You can also combine a day’s notes and letters across patients into one PDF. Choose the method that fits your workflow and review the result before storing or sharing it.

Copy to clipboard

Use Copy in the note toolbar, then paste into your EMR or destination document. Use the arrow beside Copy to choose Copy with formatting or Copy without formatting.

Copy with formatting supplies formatted text and a plain-text fallback. The destination chooses a format it supports. Copy without formatting copies plain text only.

In the desktop app, formatted copying also supplies the rich-text format some EMRs, including PowerChart workflows, need. If a browser paste loses formatting, try the desktop app’s formatted copy, or use Word/PDF export when the destination accepts it.

Changing the default copy format

Choose Copy with formatting or Copy without formatting from the arrow beside Copy. Vero remembers that choice in this browser or app.

Download as PDF

For records, printing, or sharing a polished copy with a patient or colleague.

Open Export in the note toolbar.
Choose Export as PDF.
The file downloads using the document title and a date-and-time stamp, for example SOAP_2026-10-21_09-30-00.pdf.

Formatting — headings, bold, italics, lists, tables, horizontal rules — is preserved.

Download as Word (.docx)

For EMRs or workflows that accept Word documents, or if you need to make further edits.

Open Export in the note toolbar.
Choose Export as Word.
The file downloads using the document title and a date-and-time stamp, for example SOAP_2026-10-21_09-30-00.docx.

Print

Select Export → Print, or press Cmd+P on Mac or Ctrl+P on Windows while viewing the note. Review the print preview.

If the browser refuses Vero’s print window, Vero can download a PDF instead. Open the downloaded file and print it using your device’s PDF viewer.

Send by email

Open Export in the note toolbar and select Send Email. For a PDF note, use its email control.
Check the recipient and subject.
Confirm that you have obtained the patient’s explicit consent to email their personal health information.
Select Send when the recipient, note, and consent are correct.

Text notes are sent in the email body. Completed PDF forms are sent as PDF attachments. Downloading a Word or PDF copy of a text note is a separate export action.

Export a day’s notes across patients

Use Export notes in the left sidebar to download selected notes and letters from one day as a single PDF. This uses encounters in your own account, including encounters for different patients.

Open the three-dot menu beside a date heading in the left sidebar and select Export notes. You can also right-click the date heading.
Under Choose export date and order, keep the selected day or choose another date. Use the order button to switch between Oldest to newest and Newest to oldest encounters.
Under Include in export, review the notes listed under each encounter. Leave the notes and letters you want checked, and uncheck anything you do not want to include.
Select Export PDF. Vero prepares the export in the background and downloads the combined file when it is ready.
Review the downloaded PDF before storing it or sharing it. It may contain information for several patients.

Each written note starts on a new page with the patient name when attached, the note name, and the encounter time. PDF forms are included as their form pages. Notes within each encounter remain in oldest-to-newest order.

Export multiple notes for one patient

For a combined patient PDF, open the patient profile and select Export. Choose the encounter date range and the available sections, then select Export PDF. See Patient Profiles for the full workflow.

This exports records for one patient over the selected date range. Use the sidebar’s Export notes action when you want notes across patients for a single day.

Frequently asked questions

Can I export a day’s notes as one Word file?

The combined daily export currently produces a PDF. To download a Word (.docx) file, open a note and use Export → Export as Word; Word export is available one note at a time.

Can I export a date range across patients?

The sidebar export selects one day at a time. Repeat it for other days as needed. For a date range covering one patient, use Export from that patient’s profile.

How many notes can I include?

You can include up to 50 notes per export. If the day has more than 50 notes, the first 50 start selected. Uncheck notes to select a different group, then repeat the export for the remaining notes.

Does this include other clinicians’ notes?

The daily export includes encounters and notes from your own account. It does not combine the accounts of everyone in your team or clinic.

Tips

For EMR transfer, the copy control is often the quickest option. Check the pasted result.
Use Print preview to inspect the layout before printing or exporting.
Review the note end to end before adding it to the medical record.

Troubleshooting

I cannot find Export notes

Open the left sidebar and find the date heading, such as Today or Yesterday. Open the three-dot menu beside that date, or right-click the date heading on a computer, then select Export notes. This is the date-group menu, not an individual encounter’s menu.

The day needs at least one of your own encounters. A day containing only teammates’ encounters does not offer the daily export action. If you still cannot find it, tell Support whether you use the web, desktop app or mobile app, and include the browser/app version and the date you are trying to export. Keep the encounters; do not delete or recreate them.

The export exceeds 100 MB

The combined PDF must be 100 MB or smaller. If Vero says Export size exceeds 100 MB. Choose fewer notes., uncheck some notes or large PDF forms and export a smaller group. Repeat for the remaining notes.

The 50-note limit and the file-size limit both apply. Fewer than 50 notes can still exceed the size limit. Keep your original records while splitting the export.

Formatting changes after paste

The destination may accept only plain text. Choose Plain text from the copy dropdown, or use Word/PDF export when the destination supports it.

Copy or download does not work

Keep Vero in a focused tab and check browser clipboard and download permissions. Retry once after your work is saved. If the error repeats, contact Vero Support with the exact message and note link.

A note is missing from the daily export

Check the selected day and your device’s time zone. The list uses the encounter’s date, which may differ from the date a note was added or edited. Archived encounters are excluded. If you need a note from an archived encounter, restore the encounter first. If the list cannot load, select Try again. If a note is still missing, contact Vero Support with the encounter link.

Exporting Notes