MFM, welcome to the forum. Sorry you are joining us at the tail end of your career.
There are a number of ways to export entire charts, but all seem to involve several steps. Since we only do perhaps one chart a month, I have not paid much attention to this. Your situation is different and I understand the advantage of simplifying and automating the process.
I have not played with this, but I would suggest using the recent post by Marc@AC and combining it with Updox. If it works the way he describes, the process should be pretty quick and easy.
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).
I think of a patient's chart as two parts, the encounters and imported items. The first part is relatively easy and you could always create a pdf of the encounters and send it easily. The second part, II, is harder because it is essentially a collection of individual pdf's. What Mark suggests is that his instructions will also print the II the same way, to a pdf. As he describes it, the process will convert the whole chart (encounters and II) into a single pdf file. Print that file to Updox and you can then email, fax, or whatever. (Remember that emailing from Updox is free, so it will be much less costly to send a bunch of charts that way).
If that works, then you are all set.
My suspicion, though is that his procedure will open each II as a separate file. That means you must print each one. This could be cumbersome if the II contains many documents. This is where I am unsure and would appreciate some help from someone familiar with pdf programs. If the process above "prints" to a pdf reader like Foxit or Adobe, and it opens, say 40 pdf's... can you just hit "print all" and they all get printed at once? If so, just print them all to Updox, and they are ready for faxing or emailing.
Please get back to us if you have questions, or especially to report how this works for you. All of us will be retiring at some point, and this might be the most efficient way to deal with the process of managing large numbers of chart requests, especially for those who use Updox.
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