1. Explain to the "agent" that your record copying fee is $25 per chart (or whatever you think is fair). They may initially balk at this; we had one such "agent" refuse several times, only to return to "negotiate" and eventually to agree to pay. We recently deposited the $425 check for the 17 records. Remember: this is not the carrier you are dealing with; it is a for-profit and the cost of this comes from their hefty fee.
2. Go to "Previous encounters". On the left you can either select "progress notes only" (which will give you progress notes from all dates) or select "all encounters" which allows you to shorten the time frame to one year, but includes messages and addenda.
3. As described above, "print to" Updox or Paperport if you have them, or cutepdf or one of the other free pdf creators.
4. Put the files in a folder and either burn the folder to a CD or flashdrive (a 1gb drive costs about a dollar and is quicker; especially if you don't have a burner in the office).
5. When they come to your door, hand them the disc or drive and suggest that they use it in their own laptop; or better yet, just take it and review it back at their office. (Do not let them near AC).
