Hi Chris,

There is an option to export the full chart to a PDF file. Search the patient on the patient list and then right click on the name. In the options, select "Print - Formal Health Record". Fill out the HIPAA Release, and then check off the sections you want included in this record. Once done, click "Preview". This will generate a preview of the document. On the top left of the screen is a button that looks like a box with an arrow coming out of it. Click on that, select the location you want to export the file to, and change the "Save as Type" field from Crystal Reports" to "PDF"... then click save.

This will export that document to the location of your choosing (if you are on cloud, make sure you path it to your desktop, not the cloud desktop). You can then send the file using any method you like (just make sure it is HIPAA compliant).


Mark Dabeck
Client Success Manager/Amazing Charts
"Amazing Charts now offers On-Site Training. Message me for details".