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I have an insurance auditor who needs to print chart information on selected patients to a secure, removable drive. What is the best way to do that?

Use the Chart Reports Feature to select printable information from within a chart (Patient Demographics, Medical Information, Encounters over a date range). Go into the patient’s chart, and make sure Chart Reports is in the Chart Tools area:

If not, hit the gearwheel, find it, and bring it over to the right side of the list:

Click the Chart Reports icon:

Select “file” then Export:

Browse to the removable drive and save the file:


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