Exporting notes to PDF
Generate a clean, clinician-ready PDF of any progress note in Conjoin — with your letterhead, signature, and the right fields included or excluded depending on the recipient.
Published
When to export a PDF
Most day-to-day documentation lives in Conjoin and syncs directly with your EHR (if you've connected one under Settings → Integrations). You'll typically export a PDF when you need to:
- Attach a progress note to an EHR that doesn't have a direct Conjoin integration.
- Send records to a collaborating provider or referral source (with client authorization).
- Respond to a subpoena or release-of-information request.
- Provide the client with a superbill or copy of their own record.
How to export
Open the Sessions tab, tap the session you want, then tap the share icon in the top-right corner. Choose Export as PDF. You'll see an export sheet with three decisions:
- Letterhead: none, practice letterhead (configured under Settings → Practice), or a minimal clinician-only header.
- Signature block: include a typed name + credentials + license number, optionally with a signed-on-file line.
- Fields to include: progress note fields only (default), or progress + appended supporting documentation. Psychotherapy-note fields are never included in PDF exports — see the next section.
Tap Generate. The PDF is rendered on our servers, encrypted in transit, and returned to your device. From there you can save to Files, AirDrop to your computer, attach to an email draft, or send through any HIPAA-compliant channel your practice supports.
Why psychotherapy notes never export
HIPAA (45 CFR § 164.501) draws a hard line between progress notes and psychotherapy notes. Progress notes are part of the designated record set and are routinely shared for payment and treatment. Psychotherapy notes — your private hypotheses, countertransference, and hunches — are specifically excluded from routine disclosure, even to the client without a separate authorization.
Conjoin enforces that distinction in software. Any content you enter into a psychotherapy-note field is flagged internally and excluded from all PDF exports, EHR pushes, and clipboard copies. If you try to include them, the export sheet will refuse and direct you to move the content into a shareable field first.
Redaction and selective export
For a release that requires only a date range or a specific section, use the Redact control on the export sheet. You can tap any paragraph to mark it redacted; the PDF will render a black bar in place of the text and include a footnote listing which sections were withheld. The original note in Conjoin is not modified.
Audit trail for every export
Every PDF export is logged: timestamp, user, session, and a SHA-256 hash of the generated file. You can view the export history under Settings → Privacy → Export log. This is useful if you later need to prove what was disclosed and when — for a board complaint, a subpoena response, or your own peace of mind.