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Insurance company ask for clinical record review

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  • Ruth

    Hi Adelina - We apologize for the late response. You're correct, the best way to redact the client's PHI from their records would be outside of SimplePractice, after exporting their client files. You can export client files by going to My Account > Settings > Data Export. Here is more on this topic: Data export: Exporting client information. Next, you'll want to black out, or redact the client's name and PHI from the PDF documents in the exported zip file. 

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