Download a client's chart for records request

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Molly Kocher

• February 10, 2021 21:29

I 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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  Gillian

  • February 11, 2021 23:16

  Hi Molly, you can export a client's full chart under Settings > Data Export. Let me know if you have any additional questions I can help with. 

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  Bruce Webber

  • February 17, 2021 15:39

  Hi Gillian,

  I did this and it requires me to separately print each document. Is there a more efficient alternative? If not, it would be very helpful if one were developed.

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  Ruth

  • March 04, 2021 18:26

  Hi Bruce, you can open each folder in the Data Export, highlight all the PDF Documents in the folder, hit File > Print on your Computer menu bar. 

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  Reaca Pearl

  • March 09, 2021 20:35

  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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  Anne Parsons

  • April 01, 2021 01:01

  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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