Chart audit

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John Aceto

• May 30, 2019 23:40

Hello. I've been dinged for a chart audit...how do I share notes from this platform to the agency that is requesting them?

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  Gillian

  • May 30, 2019 23:50

  Hi John! To export all of your notes and documentation for a particular client, visit My Account > Settings > Data Export. Be sure to check with the auditor as to what they require - you may not be required to furnish all details. 

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  John Aceto

  • May 31, 2019 00:05

  Thank you Gillian!  Thats was quite helpful.

  Regards, John

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