Copying Formatted File Notes from Claras to Xplan

Integrating Claras with Xplan can significantly streamline your workflow by allowing you to create detailed, well-formatted client notes and seamlessly transfer them to your client management system. This guide will walk you through the process of generating high-quality file notes in Claras and transferring them to Xplan.

Creating Well-Formatted File Notes in Claras

1. Review and Edit the Generated Note

• After Claras processes your transcript, review the generated file note.
• Make any necessary edits or additions to ensure it's well formatted and captures key information such as:
• • Meeting date and time
  • Attendees
  • Key discussion points
  • Action items and next steps

2. Double-Check Required Items

• If Claras has given you a heads up on missing items, update the file note.
• Pro-tip: Use the Regenerate email button to create a client email using the updated information in the file note.

Transferring File Notes from Claras to Xplan

1. Copy the HTML file note

• Once your file note is finalised, click the arrow on the Copy to clipboard button at the bottom of the page.
• Select the HTML option to copy the formatted version to your clipboard.

2. Open Xplan

• Log in to your Xplan account.
• Navigate to the appropriate client section where you want to add the note.

3. Create a New Document Note

• Click on "Add Document Note" in Xplan.
• In the Xplan editor, click on the "Source" button.
• This will switch the editor to HTML source mode.

4. Paste HTML from Claras

• In the source mode window, right-click and select "Paste" or use the keyboard shortcut Ctrl + V (Windows) or Cmd + V (Mac).
• This action will paste the HTML code you copied from Claras into the Xplan editor.

5. Review and Save Your Note

• Exit source mode to view the formatted note.
• Review the formatting and content to ensure everything appears correctly.
• Make any final adjustments if needed.
• Click "Save" or "Save and Close" to store your document note in Xplan.

Best Practices

• Consistency: Claras helps you with consistent formatting styles across all notes for a professional appearance.
• Regular Updates: Keep your Claras templates up-to-date to reflect any changes in practice requirements or best practices.
• Quality Check: Review your transferred notes in Xplan to ensure the process is working smoothly.

Updated on: 01/10/2024