How do I get a note into my practice software?

Cliniko and Nookal connections require a paid plan.

By pasting or attaching it — or, if your practice runs Cliniko or Nookal in Australia, New Zealand or the United Kingdom, by filing the confirmed note there as a draft. Everything else exports as clean text and PDF/A, which you put into your existing systems yourself, and we’ll say “integrated” only when it is.

What export gives you

• Clean text — paste it straight into the patient’s record in your own software.
• PDF/A — attach or send it as a self-contained, archival document.

Nothing exports until you confirm the note. The confirm step is the same gate that saves it, so an unreviewed draft can’t leave by accident.

Cliniko & Nookal today, the rest on the roadmap

Cliniko and Nookal connect directly for Australian, New Zealand and United Kingdom organisations. Australian and New Zealand organisations use Australian-hosted Cliniko accounts and Nookal’s Australian API service; United Kingdom organisations use UK-hosted Cliniko accounts and Nookal’s European API service. Today’s appointments come into Small Mercy; a confirmed note is filed as a draft treatment note once you have checked the patient a second time; and a confirmed letter can be filed as a PDF copy on the patient’s record. Each connection needs its own setup, and nothing is written until you confirm and send.

On the roadmap: Best Practice, Medical Director, HealthLink, Medical Objects and My Health Record.

That’s a deliberate way to say it. “Integrated” is a word clinicians make purchasing decisions on, so it stays unsaid until it’s true — the same reasoning that runs through the whole product.

Exporting a note isn’t exporting your account

Copying a single note or letter out is a different thing from taking a copy of everything held under your account. For that, use the in-app controls or email privacy@smallmercy.app.

For how a letter gets to the point of being exportable in the first place, see referral letters.