Download medical record
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How can I download a patients record or what can I do to send a person's info to another provider?

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    Nicole “Nikki” Schwartz

    Under Settings in the drop down left hand menu, once you click you’ll see a new menu on the left hand side. Choose Data Export. It’ll give you options on exporting your whole practice or a specific client. Once it’s done it’ll give you a link and password to download the portion of the file you selected.

    I know some providers will give that link to a patient/client or another provider with a release. I don’t, since there isn’t a way to exclude Psychotherapy notes (which is stored separately) from the download if you choose to include documentation.

    In any case, you will download a zipped file and can include the parts of the file that are relevant, rezip and email them or print them or fax them.

    Under Settings in the drop down left hand menu, once you click you’ll see a new menu on the left hand side. Choose Data Export. It’ll give you options on exporting your whole practice or a specific client. Once it’s done it’ll give you a link and password to download the portion of the file you selected.

    I know some providers will give that link to a patient/client or another provider with a release. I don’t, since there isn’t a way to exclude Psychotherapy notes (which is stored separately) from the download if you choose to include documentation.

    In any case, you will download a zipped file and can include the parts of the file that are relevant, rezip and email them or print them or fax them.