The way I provide the entire chart to patients relocating or leaving practice:
1-Go to summary sheet. Click formal health records. Flag all boxes EXCEPT imported items. Click preview and then click Export Report rather than PRINT. Now I change report formate to PDF from the drop down menu and name file Medical Records and save it to a CD or in my case to the pt's subfolder under a Transferred pts main folder. Now you have all your records except imported items.
2- Go to main AC folder and click on Imported Items folder and find the chart number and drag the folder to my CD or to the pt's subfolder and you are done.
3- You now have a CD will all records or a folder with the pt's entire records which you can drag to a CD or a thumb drive, etc.
4- I always include a CCD copy of the records.
4- I keep a folder with all records transferred in case of a repeated request.
