Learn how to export patient records and customize what information is included. Choose how records are delivered to create organized, shareable patient documentation when needed.
Step 1: Go to Patients.
Step 2: Search for the patient’s name whose information you want to export.
Step 3: Navigate to the right side of the patient profile and click Action.
Step 4: Scroll down and select Export Patient Record.
Step 5: Pick the information you’d like to include in the export. Options include:
Face sheet
Appointments
Documents
Photos and media
Clinical notes
Invoices
Signed consents
Step 6: In the top right corner, there is the option to export Face Sheet Only.
Step 7: Choose whether to include All History or set a Custom Date Range for the export.
Step 8: Select your delivery method: email links, save to chart documents, or fax.
Step 9: If faxing, enter the fax number.
Step 10: (Optional) Add a cover note for the fax.
Step 11: (Optional) Include a face sheet with referral details like provider, practice name, phone number, fax, and address.
Step 12: Arrange the order of the categories by moving items up or down.
Step 13: Click Generate PDF.