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How to Copy Note Text from Appointments into Your PMS Progress Notes

Copy text from Kubo Surgical into your patient progress notes manually

Updated over a year ago

Kubo Surgical will sync to most Practice Management Systems (PMS). However, notes are typically placed inside the document center. To have notes appear in the patient progress notes, you must use a simple copy/paste function.

Steps to Copy Note Text

1. Navigate to the Appointments Section

• Open Kubo Surgical

• Locate the Appointments on the left

2. Access the Copy Note Text Shortcut

• Tap the ’…’ to access the dropdown menu

• Select the ‘Copy Note Text’ option

Note: You can only copy text from finalized notes. Finalized notes are Green in the appointment list.

3. Paste the Text into Your PMS Progress Notes

• Once you’ve copied the text, open your PMS system.

• Navigate to the progress notes section for the relevant patient.

• Paste the text using your device’s standard paste functionality (e.g., Ctrl+V on Windows or Cmd+V on Mac).

If you have further questions or need help, contact our support team. We’re here to ensure your experience with Kubo Surgical is smooth and successful!

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