Download a client's chart for records request
AnsweredI received a records request from an insurance company. Is there a way I can download the client's entire chart as a PDF? Or, do I have to download every entry (i.e., chart note, progress note, treatment plan, etc.) separately?
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Is there a way to download a client's chart for ONLY a specific period of time? For example: The client has been a client for 5 years; but insurance is requesting the record for June 2020 through December 2020 ONLY. I just need these specific dates. Can I only download the whole record for those dates? If not, it would be super helpful to create that, too.
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I must be doing something very wrong or this is the most inefficient way to get a copy of a clients file. I have to send paper records for several clients. I couldn't figure out how to get all the files to print at once. I can find no way have the progress and chart notes print in chronological order. Also no way to to make the entries continuous . I have killed a small tree to print off each note separately. Now I have to put the notes in chronological order by hand. Then pay a small fortune to mail the huge stacks.
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