Forms, Correspondence, Medical Records FAQs

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The best place to print a patient's records is from the Event Chronology window.  

1. Click the Chronology (Chron) button in the smart toolbar.  The Event Chronology window will appear.
2. Select Event Chronology, ALL from the Report Criteria drop-down menu.
3. Search for the patient whose records need to be printed.
4. For the Report Dates: 

• Select All to print all records 

or 

• Select Latest and specify the number of months or enter a specific date range.  

1. Select Select All to print all record types.  

1. Complete the Medical Record Disclosure Tracking window.  

To learn how to print a patient's Vaccine Records, click here. 

Click here to learn about the different ways to release a patient's medical records.

Missed School Notes can only be printed from the schedule when an appointment exists for that day. To generate a missed School Note for a patient who was not seen in the office, you will want to create a general letter. Click here to view an article that will walk you through the process. 

When printing patient records, you are required to complete the Medical Record Disclosure Tracking window to indicate which records were printed/released, who received them, and who processed the release. 

By default, Office Practicum enters the recipient of the records as "In house: file copy". If you find that it's more likely that you are giving the records to a parent, for example, you can change the sort order of the disclosure recipient so that "Given to Parent" appears first in the list. To do this:

1. Select Utilities > Manage Codes > Coded Values in the main menu bar.
2. In the Code Table Purpose section at the top of the window, scroll down to find Disclosure recipient.
3. In the lower section of the window, select the most commonly used recipient for your practice.
4. Click the Edit Record button .
5. In the Sort column for the recipient, change the number to 1.
6. Click the Post Editbutton to save.
7. Now, when you print/release records, the default recipient will reflect that of sort 1.