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  • Dashboard
  • Getting Started
    • What Is PraxPilot?
    • How PraxPilot Works
    • How Practitioners Should Use PraxPilot
    • Setting Up Your Account
    • Your First Case — Step-by-Step Walkthrough
    • Understanding Your Dashboard
    • Webhooks Guide - How to Connect PraxPilot with Zapier or Pabbly
  • Case Management
    • How to Create a New Case
    • Understanding the Case Intake Form
    • Importing Consultation Notes or Transcripts
    • Editing & Updating a Case
    • Case Status — Active, Monitoring, and Closed
    • Tracking Patient Outcomes
    • Setting Follow-Ups & Reminders
    • How Patient Check-Ins Work (Follow-Up Tracking)
    • Referring a Case to a Specialist (Summary PDF)
  • Protocol Editing
    • How PraxPilot Generates Your Protocol
    • Understanding the 3-Phase Protocol Structure
    • How to Edit a Protocol
    • Using "Write with AI" to Edit Faster
    • Regenerating a Specific Section
    • Chatting with Case (AI Clinical Assistant)
    • Saving and Finalizing a Protocol
    • Troubleshooting Protocol Generation
  • Clinical Intelligence
    • How the Clinical Reasoning Engine Works
    • Understanding Detected Patterns
    • Root Cause Intelligence Explained
    • How Similar Case Intelligence Works
    • How Adaptive Personalization Learns Your Style
    • How Long Does Personalization Take to Activate?
    • How PraxPilot Assists Your Clinical Thinking
    • Tracking Patient Outcomes
    • Chatting with Case (AI Clinical Assistant)
  • Templates
    • Applying Templates to New Cases
    • How to Save a Protocol as a Template
  • Export
    • Exporting a Protocol as a PDF
    • Branding Your Protocol PDFs
    • Webhooks Guide - How to Connect PraxPilot with Zapier or Pabbly
  • Plans, Billing & Limits
    • Understanding PraxPilot Plans
    • What Happens When You Hit a Free Plan Limit
    • Managing Your Billing
    • Understanding AI Generation Limits
  • Teams
    • Managing Seats and Permissions
    • Inviting Practitioners to Your Team
  • Security & Privacy
    • How PraxPilot Handles Patient Data
    • How Uploaded Notes & Lab Files Are Processed and Deleted
  • Why PraxPilot
    • Why PraxPilot Is Different From ChatGPT
    • How PraxPilot Saves Practitioners 5–10 Hours Per Week
    • How PraxPilot Protects Your Clinical Judgment
  1. Overview
  2. Export

Export

Getting the final protocol to the patient

  • Exporting a Protocol as a PDF

    Once a protocol is finalized, you can export it as a clean, patient-ready PDF.To Export:Open the finalized protocol.Click Export or Download PDF.Select your export preferences (branding options, if available on your plan).Download the PDF.What the PDF Inc ...

  • Branding Your Protocol PDFs

    On paid plans, you can add your clinic's branding to all exported protocol PDFs.What You Can BrandClinic name — appears in the PDF headerClinic logo — upload from your account settingsPractitioner name — pulled from your profileRemoving the PraxPilot wate ...

  • Webhooks Guide - How to Connect PraxPilot with Zapier or Pabbly

    Use webhooks to automatically send data into PraxPilot or send protocol data to other tools like Google Sheets, Slack, or your CRM.What are Webhooks?Think of webhooks as:Inbound webhook → sends data INTO PraxPilotOutbound webhook → sends data FROM PraxPil ...

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