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Progress notes save automatically to the client’s record as you write. The export step is how the note reaches your EHR — Jane, Owl, your paper chart, or wherever you keep session records. There are three paths. Most practitioners use the first one for daily documentation and the third one when they want a complete archive of a session.

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Path 1 — Copy for Jane

The fastest export. Click Copy for Jane at the bottom of the note overlay. The note formats as plain text and lands on your clipboard. Paste it into Jane, Owl, your EHR’s free-text field, an encrypted email, a paper-chart entry, or anywhere else that accepts text. The format is Label / value lines, no markdown:
Why plain text:
  • EHR free-text fields strip markdown. Jane, Owl, and most clinical systems will mangle **bold** and # heading markers. Label/value lines render identically everywhere.
  • No hidden formatting on the clipboard. What you paste is what you see in the export.
  • Private annotations are included as inline (therapist note: …) lines below their field — see Private annotations.
Use when: most session-by-session documentation, especially if you paste into Jane/Owl/EHR.

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Path 2 — Per-template PDF

Click Download at the bottom of the note overlay. Rivet builds a print-friendly HTML document in an off-screen iframe and opens your browser’s print dialog. Pick Save as PDF and the file lands on your disk. The PDF includes:
  • Template title as the page heading
  • Date and time of authoring
  • Practitioner identifier (your business name, on the same line as the date)
  • Client name if you’ve entered one for the session
  • Every non-empty field as a label + value pair
  • Section headings for grouped fields (Subjective / Objective / Assessment / Plan; Data / Assessment / Plan; etc.)
  • Private annotations as italic blue-rule paragraphs below their field
  • Score block at the top when the template is a scored screening measure
  • Generated by Rivet · getrivet.ca footer
The default filename is constructed for you: SOAP-note-2026-06-20-Client-Name-by-Practitioner-Name.pdf. Save into the folder structure you use for the client’s chart. Why the print dialog:
  • Cross-browser consistent. Safari, Chrome, Firefox, and mobile browsers all support print-to-PDF natively, with their own print dialogs handling margins, page breaks, and page numbers.
  • PHI never leaves your device during PDF generation. Everything runs locally in your browser.
Trade-off: one extra click compared to a one-shot download (you confirm “Save as PDF” in the print dialog). Use when: you keep a separate PDF chart per session, your EHR accepts PDF attachments, or you want a permanent archive copy of a single note.

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Path 3 — Session-summary PDF

The bundled export. When the call ends, the overlay shows a Download session summary button (also accessible from the picker dropdown). Click it to generate a single PDF containing every template you used in the session — practitioner-authored notes leading, client-fillable templates following as appendices. The session-summary PDF includes:
  • Session summary as the page heading
  • Practitioner identifier + session date in the meta line
  • Client name if entered
  • Your SOAP / DAP / treatment plan at the top — practitioner- authored notes lead the summary because they are the chart entry
  • Every completed client-fillable template in completion order: screening scales with score blocks, EMDR target ID, thought records, safety plans, mood / sleep diaries
  • EMDR BLS SUDS log at the bottom when you ran BLS sets in the session — a per-set table of SUDS readings with optional notes
  • Generated by Rivet · getrivet.ca footer
Filename: Session-summary-2026-06-20-Client-Name-by-Practitioner.pdf. The session-summary export is also available as plain-text (.txt) through the same overlay. Choose the format that fits how you archive. Why the ordering puts your note first: an EHR paste of the summary gets your authored formulation at the top with screening + worksheet appendices after. The clinical note is the entry; the templates are evidence. Same ordering whether you read the PDF on screen or paste the text into a chart. Use when: you want a single artifact that captures the entire session — your note plus all the structured data the client produced. Especially useful for sessions with multiple completed templates (e.g. an intake with PHQ-9 + GAD-7 + K10 + target ID + a SOAP note).

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What’s in the export, what isn’t

In the export:
  • Every field you filled in (empty fields are omitted)
  • Section headings for the template structure
  • Score blocks for scored screening measures
  • Your private annotations
  • Your practitioner identifier
  • The client’s name if you entered it
  • Timestamps
Not in the export:
  • Audio. Video. Anything you said or the client said. Rivet doesn’t record sessions — see Why no AI transcription.
  • Per-field ✎ annotations you haven’t exported. Annotations are local — they travel in your clipboard copy or PDF, but they aren’t saved to the note record. If you close without exporting, those annotations are gone.
  • Past sessions. Each session’s export is its own document. The client’s record in Rivet holds the history; a full-account export bundles all sessions — see Your data export.

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A practical note on PDFs vs clipboard

Most practitioners settle into a pattern within a few weeks:
  • Daily session notes → Copy for Jane → paste into the EHR’s session-note field.
  • Intakes + treatment-plan sessions → session-summary PDF saved to the client’s chart folder; copy the SOAP/DAP block separately into the EHR’s session-note field.
  • Auditable records (e.g. for college regulator requests) → per-template PDF for the specific template needed.
There’s no wrong answer. Mix the three based on what your EHR accepts and what your practice’s record-keeping standard is.

Notes and your EHR

Where the exported note lands in Jane, Owl, paper, or whatever your EHR is.

Private annotations

The per-field practitioner-only notes that travel with the export.

How documentation works

Why exporting matters — the note doesn’t live anywhere else.