Full Medical Records

To send a medical record, navigate to the patient screen and select the Tools tab.

Select Full Medical Records

From the pop-up window, the client’s email address will automatically populate. To change the recipient, enter the desired recipient’s email address.

• Use a comma to separate email addresses if sending to more than one recipient

Select to include or exclude the following in the report by switching the toggle to include (green) or exclude (black):

Then select Download Now or Email.

A POP-UP WILL APPEAR TO ALERT IF INCLUDING Tasks AND Private Notes. SELECT OK TO CONFIRM THEIR INCLUSION.