How to Export and Edit Psynth Reports in Word

After generating a strong draft in Psynth, many clinicians take the next step in Word—adding finishing touches, inserting custom disclaimers, or merging the draft into an existing template. Psynth’s .docx export feature has recently been upgraded, making that process smoother and more consistent.

This article guides you through exporting your report, maintaining clean formatting, and editing efficiently in Word or Google Docs.

How to Export from Psynth

1. Finish reviewing your generated report.

2. Click the Export button in the top-right corner of the document panel.

3. Open your document in Word.

What’s Improved in Word Formatting

With recent product updates, Psynth has improved:

• Bullet alignment and indentation, so nested ideas appear correctly

• Spacing consistency between paragraphs and sections

• Table formatting, which now appears more uniformly across document types

• Font styling, now using a clean, neutral format suitable for most templates. If you’re an admin for your organization, you can customize your export styles in your organization settings.
  

While these upgrades reduce editing time, a few quirks may still appear in non-Word editors like Apple Pages or Google Docs.

Editing Best Practices After Export

• Use Word or Google Docs for Best Results
  These tools retain Psynth formatting best. Avoid using unsupported editors that might strip styles.

• Apply Styles Instead of Manual Formatting
  Use Word’s build-in Styles feature to customize Heading 1, Heading 2, and Normal styles to keep layout consistent.

• Insert Custom Practice Elements
  Need to add your own disclaimers or referral notes? Use “Insert > Text Box” or “Insert > Table” to keep formatting tidy.

• Final Checks Before Sending
  Look for:

  • Page breaks between sections

  • Client identifiers (make sure they didn’t drop or shift)

  • Tone consistency, especially if you blended your edits with Psynth output
    
    

Integrating Psynth Output with Your Own Templates

If you already use a master Word template:

• Copy/Paste Entire Sections: Use section breaks to preserve layout.

• Standardize Fonts: Select all text and set your practice’s default font.

• Create a Reusable Hybrid: Add your common edits to a saved version of a Psynth export to streamline future use.
  

Pro Tip: Build a “Post-Psynth Checklist” to remind yourself of recurring tweaks.

Key Takeaways

• Psynth’s .docx export has improved, especially for bullets, spacing, and tables.

• Use Word or Google Docs to maintain formatting fidelity.

• Integrate exported reports into your practice templates using copy/paste or hybrid files.

• Small setup steps now can save you hours down the road.