Generating and Copying Well-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.
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
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.
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.
Open Xplan
Log in to your Xplan account.
Navigate to the appropriate client section where you want to add the note.
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.
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.
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.
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.
Creating Well-Formatted File Notes in Claras
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
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
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.
Open Xplan
Log in to your Xplan account.
Navigate to the appropriate client section where you want to add the note.
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.
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.
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: 02/09/2024
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