1. Click on the Download Icon
Inside the Note Editor, go to the top-right of your document and click:
Download
(icon that appears next to Magic Edit and Finalize)
This opens the Configure Your Export screen.
2. Provider Details
At the top of the modal, you’ll see your provider block. This usually includes:
Name
Credentials
Address
These details are pulled from your account settings.
If anything is incorrect, you can update it in: Settings → Provider Details
3. Client Information
This section shows the information stored in the client’s profile, such as:
Name
Age
Date of Birth
Pronouns
Diagnoses (Primary, Secondary, Tertiary)
Progression
If something is missing or outdated, you can click Edit Client in the client panel before exporting.
You may also see an Add Field button, which lets you include any extra information relevant to this session.
4. Optional Fields & Labels
You can add additional fields that appear on the PDF, such as:
Session ID
Authorization number
Custom labels
Administrative notes
These fields help align documentation with agency or insurance requirements.
5. Signatures
At the bottom of the modal, you’ll see a Signatures section where you can:
Confirm or edit your provider name
Add credentials
Apply your saved signature
If you haven’t uploaded your signature yet, you’ll be prompted to add one.
6. Download the PDF
Once everything looks correct, click: Download PDF
AutoNotes will generate a polished PDF containing:
Your selected document (SOAP, DAP, etc.)
Provider details
Client information
Signatures
Optional fields you added
The PDF is ready for your EHR, supervisor, or billing system.