> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Medical Record Export & Document Generation — Integration

> Feature ID: CL-20 Status: ✅ Implemented Spec Reference: CL-20-medical-record-export-document-generation.md Last Updated: 2026-02-23

**Feature ID:** CL-20\
**Status:** ✅ Implemented\
**Spec Reference:** [CL-20-medical-record-export-document-generation.md](../../../specs/cl/specs/CL-20-medical-record-export-document-generation.md)\
**Last Updated:** 2026-02-23

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## Cross-Core Integration Matrix

| From Core  | To Core                                     | Integration Pattern   | Status        | Documentation link                                                                       |
| ---------- | ------------------------------------------- | --------------------- | ------------- | ---------------------------------------------------------------------------------------- |
| CL (CL-20) | PF-64, PF-11, CL-01–07, CL-11, CL-13, CL-14 | Platform Layer / Data | ✅ Implemented | [CL-20 spec](../../../specs/cl/specs/CL-20-medical-record-export-document-generation.md) |

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## Overview

CL-20 enables per-document PDF export and full chart export for clinical documentation, using the platform templated PDF infrastructure (PF-64) and audit logging. No new CL tables; uses `pf_audit_logs` and existing CL entities.

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## Integration Points (from Spec)

| Dependency                                             | Pattern                    | Purpose                                                                       |
| ------------------------------------------------------ | -------------------------- | ----------------------------------------------------------------------------- |
| PF-01 (Organizations & Sites)                          | Direct                     | Tenant context for export and audit                                           |
| PF-02 (RBAC)                                           | Direct                     | Permissions `cl.charts.export`, `cl.records.export`                           |
| PF-11 (Documents)                                      | Platform                   | Optional storage in `pf-documents` bucket (future ROI)                        |
| PF-64 / Platform Templates                             | Platform Integration Layer | `useGenerateTemplatedPdf`, `generate-templated-pdf` edge function, letterhead |
| CL-01, CL-02, CL-03, CL-04, CL-07, CL-11, CL-13, CL-14 | Internal                   | Source data for per-document hooks and bulk chart export                      |

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## API / Data Contracts

### Platform Integration Layer (Pattern 1)

* **Consumes:** `@/platform/templates` — `useGenerateTemplatedPdf`, `useOrgLetterheads`
* **Edge function:** Existing `generate-templated-pdf` (no new edge function for MVP)
* **Audit:** All exports write to `pf_audit_logs` with `action` (`cl_export_document` | `cl_export_chart`), `entity_type`, `entity_id`, `patient_id`, `metadata` (optional JSONB)

### Placeholder: Event Contracts

* No domain events published by CL-20. (Future: ROI workflow could consume export completion; out of scope for MVP.)

### Placeholder: API Contracts

* No new REST APIs. Export is triggered from UI via hooks that call platform PDF generation and audit helpers.

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## Security and Tenant Isolation

* Export hooks run in authenticated user context; RLS on CL tables unchanged.
* **Permissions:** Bulk "Export Chart" button requires `cl.records.export`; per-document "Export PDF" on detail pages requires `cl.charts.export`.
* Audit log entries MUST include `organization_id` and `user_id`.
* 42 CFR Part 2: SUD content included only when consent verified (e.g. `cl_has_sud_consent(patient_id, user_id)`); otherwise excluded from export payload.

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## Related Docs

* [CL-20 Spec](../../../specs/cl/specs/CL-20-medical-record-export-document-generation.md)
* [Platform Templates](../../../src/platform/templates/README.md)
* [CL-11 Consent & Part 2](../../../specs/cl/specs/CL-11-consent-management-42cfr-part2.md)
* [CROSS\_CORE\_INTEGRATIONS.md](./CROSS_CORE_INTEGRATIONS.md) — CL-20 row included; see matrix for medical-record-export-document-generation