Copy, PDF and the Export menu

You can take anything out of an appointment. It can leave as text, as a PDF on your clinic's letterhead, or straight into your practice software. A menu on the tab row handles the note and the chart. It is called Export. The other tabs have buttons of their own.

The Export menu

Export sits at the end of the tab row, right after + Create. It acts on a note and on the chart.

It uses the note tab you are on. From any other tab, it uses the Note tab.

This note

• Copy text puts the note's plain text on your clipboard.
• PDF on letterhead downloads the note as a PDF.

On a note written on one of your templates, this part of the menu carries the note's name.

Both wait until the appointment has ended. Until then the menu says "End the appointment first — the note is still being written." Right after End, it says "The note is being polished — one moment."

Odontogram

• Copy image copies the tooth chart and perio chart as a picture.
• PDF puts that picture on your letterhead.

These work at any time, even during the visit.

Pushing to your practice software

These rows appear only in the Rebrief desktop app, on plans that connect to your practice software. Their heading names your practice software once Rebrief finds it.

• This note writes the note into your practice software.
• The perio-odontogram charts the tooth chart and perio chart there.
• Both does the two with one confirmation.
• Every note pushes each of the appointment's notes in turn. It appears once there is more than one note.

The chart rows first show what can be charted. Nothing is charted until you select Confirm. This note starts as soon as you pick it. Like the note rows above, these wait until the appointment has ended.

If no patient is linked, the menu shows Link the patient first. It opens the patient's name at the top of the screen.

Copy and PDF on the other tabs

• The Transcript tab and dictation pads have a copy icon and a PDF icon at the right of their bar. Point at one to see its name.
• A document offers Copy the text and PDF under Send it on.
• An AfterCare summary has Copy and PDF at the top.
• A filled form offers Copy the answers. When Rebrief wrote the answers onto the form, it also offers Download the filled PDF.

On the Transcript tab, the copy and PDF icons use the live words while Rebrief is listening. Afterwards they use the saved transcript.

On a phone, the Note tab has Copy note and a PDF button on the bar at the bottom.

What a PDF looks like

Each letterhead PDF is made fresh when you click. It uses what is on screen, so your corrections are in it. Download the filled PDF is different, because it gives you the filled form itself.

• Your clinic's name is at the top, with the appointment's date on the right.
• The title and the patient line come next, then the text or the chart picture.
• Each page ends with its page number and "Made with Rebrief".

A long note runs onto as many pages as it needs. The page is white, so it prints well on plain paper and on a photocopier.

Sending something to a patient

Copy and PDF are for you. To send something to a patient, use Share by email on a document, or Share on an AfterCare summary. Either one sends a password-protected link, not an attachment.

If something goes wrong

• If Copy image says the chart image isn't ready, press it again or use PDF.
• If your browser won't put an image on the clipboard, use PDF instead.
• If a PDF can't be made, a message says why.