After reviewing a note, you can copy it, download a PDF or Word document, print it, or send it by email. Choose the method that fits the destination and verify the result before using it in the medical record.
Copy to clipboard
The fastest way to move a note into an EMR. Look for the copy icon in the toolbar above the note. Click it, then paste (Cmd+V on Mac, Ctrl+V on Windows) into any EMR text field.
With HTML selected, Vero copies formatted text and a plain-text fallback when the browser supports it:
Rich text — paste into Word, Gmail, or an EMR that accepts formatting, and your headings, bold text, and lists will carry over.
Plain text — paste into a plain text field, and the note comes through as clean unformatted text with no hidden characters.
The destination chooses a supported format. With Plain text selected, Vero copies plain text only.
Changing the default copy format
If your EMR only accepts one format or you prefer to always copy as plain text, open the dropdown next to the copy icon and pick HTML (formatted) or Plain text. Your choice is remembered on this browser.
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 to your computer, named
Note_YYYY-MM-DD.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 as
Note_YYYY-MM-DD.docx.
For a paper copy or to use the browser's built-in "Save as PDF" printer.
Select Export → Print
Or press
Cmd+P(Mac) /Ctrl+P(Windows) anywhere on the note page.
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.
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 the selected patient. It is different from an all-account export across every patient or encounter.
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
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.