Navigate to the patient profile

Below Patient Weights, History is the first tab of the patient record and is selected by default

In the upper right corner of the section will be your action buttons. From left to right, the options are:

Click the Send icon to display the send options window

Use the individual check boxes or the Include All option to determine what will be sent

Select the time frame the medical records should fall between - all time or a custom date range.

Verify or Update the email address(es) you'd like to send to; this will default to the clients email address

Add a subject line and body text

Use the Email button to send the email which will contain a link to the patient's medical records based on the criteria you specified. The link will be available to the client or other recipient for 10 days from the date sent and will allow the recipient to download some or all of the records you sent depending on their preferences

Select the Download icon to display the download options window

Use the individual check boxes or the Include All option to determine what will be included in the download

Select the time frame the medical records should fall between - all time or a custom date range.

Select Export

The applicable documents based on your selected criteria will be downloaded in a zip file. Open the containing folder to view the files.

Select the Print icon to display the print options window

Use the individual check boxes or the Include All option to determine what will be included

Select the time frame the medical records should fall between - all time or a custom date range.

Select Print

A new browser tab will open with a printable version of the included medical records

Navigate to the patient profile

Select the SOAP from the patient history to view it

In the SOAP summary box, use the 3 vertical dots to view the options. The exporting options include:

For each of the export options, simply select the one that matches what you wish to export and a new tab will open with a printable version of the SOAP details. The SOAP will be downloaded as a zip file in your Downloads folder on your computer.

To email the SOAP, select the Email SOAP option, verify or update the email address, and add a subject and body to the email. If you'd like to include the discharge instructions, select the Include Discharge Instructions box. An email will be sent with a link the recipient can access for 10 days to download the files.