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Copying notes from Rivet into your PM or EMR system
Copying notes from Rivet into your PM or EMR system

Learn how the quick copy feature to avoid having to type the same note twice.

Updated over a week ago

Copying notes and activity from Rivet into your PM or EMR system can be a quick and easy process. In this article, we will guide you through the steps to copy notes and activity from Rivet into your clipboard and paste them into the appropriate area of your PM or EMR system.

1. Copying Notes and Activity from Rivet

  • To copy notes and activity for the line item to your clipboard, follow these steps:

  • Go to the desired line item in Rivet.

  • Click on the ellipsis (option) menu.Click on the "Copy all" or "Copy today" button.

  • "Copy all" will copy all notes and activity for the line item from any time since the line item was imported into Rivet.

  • "Copy today" will only copy notes and activity from the same day you clicked the button.

2. Pasting Notes and Activity into Your PM or EMR System

  • To paste the copied notes into the appropriate area of your PM or EMR system, follow these steps:

  • Open the appropriate area of your PM or EMR system where you want to paste the copied notes.

  • Right-click your mouse and select "Paste" or use your keyboard shortcut to paste (Ctrl + V or Cmd + V).

By following these steps, you can quickly and easily copy notes and activity from Rivet and paste them into your PM or EMR system. If you have any additional questions, please feel free to chat in or send an email to support@rivethealth.com.

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