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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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Module: Clinical & EHR (CL)
Feature: CL-20
Last Updated: 2026-02-23
Status: Implementation Complete

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Quick Reference

I need to…PatternLocation
Export one chart documentPer-record download actionExporting a Single Document
Export a complete patient chartExport dialog with section/date filtersExporting a Full Patient Chart
Include SUD content legallyConsent-gated SUD toggle + redisclosure noticeSUD Records & 42 CFR Part 2
Verify export permissionsPermission-gated actionsPermissions

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Decision Trees

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Export path selection

  1. Need one document only?
    • Yes → use row/header Download action in target section.
    • No → use Export Chart in chart header.
  2. Need date-filtered bundle?
    • Yes → enable date range in chart export dialog.
  3. Need SUD records?
    • Only include when consent and SUD indicators permit the toggle.
  1. Is patient SUD-indicated and consent active?
    • Yes → SUD toggle enabled; include redisclosure notice.
    • No → SUD content excluded from export.

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Pattern Library

  • Download icon pattern: section-level row action for single-document PDF export.
  • Export Chart dialog pattern: section selector + optional date filter + consent-gated SUD inclusion.
  • Progress pattern: visible progress bar for full-chart export generation.
  • Audit pattern: every export writes immutable export audit metadata.

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Common Mistakes

MistakeOutcomeResolution
Trying full-chart export without cl.records.exportExport button unavailableRequest permission update from org admin
Expecting SUD data without active consentSUD toggle disabled or content missingVerify CL-11 consent status and chart SUD indicators
Exporting oversized chart without date filterSlow/timeout-prone exportUse date range filter to reduce scope

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Pre-Flight Checklist

  • Confirm user has required export permission(s).
  • Confirm patient chart context is correct.
  • If SUD content is needed, verify active consent and SUD flag conditions.
  • Select only necessary sections and apply date filters where appropriate.
  • Verify PHI handling workflow for downloaded PDFs.

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Overview

CL-20 enables clinicians and authorized staff to export clinical documents as PDF files. You can export individual documents (e.g., a single progress note) or an entire patient chart (multiple sections combined into one PDF).

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Permissions

ActionRequired Permission
Export a single documentcl.charts.export
Export a full patient chartcl.records.export
Contact your organization administrator if you need access.

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Exporting a Single Document

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Where to Find Export Buttons

Each section of the patient chart has a Download (↓) icon button next to individual records:
SectionLocation
Progress NotesPer-row action area in the Notes tab
Treatment PlansPer-row action area in the Treatment Plans tab
AssessmentsPer-row action area in the Assessments tab
Clinical SummarySection header in the Summary tab
Safety PlansIn the Safety Plan card (Risk tab)
Consent DocumentsPer-row action area in the Consents tab
Group Sessions (Peer)Per-row action area in the Peer tab

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How to Export

  1. Navigate to the patient chart.
  2. Open the relevant tab (e.g., Notes, Treatment Plans).
  3. Click the Download (↓) icon next to the record you want to export.
  4. The PDF will be generated and opened in a new browser tab.
  5. From the new tab, you can print or save the document.

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Exporting a Full Patient Chart

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Steps

  1. Navigate to the patient chart.
  2. Click the Export Chart button in the chart header (top-right area).
  3. The Export Patient Chart dialog will open.
  4. Select Sections: Check or uncheck the sections you want to include. All sections are selected by default.
  5. Date Range (optional): Toggle “Filter by date range” and enter start/end dates to limit exported records.
  6. SUD Records: If the patient has SUD-indicated records and active consent, you can toggle “Include SUD Records” to include 42 CFR Part 2 protected content.
  7. Click Export Chart.
  8. A progress bar will show generation status.
  9. The combined PDF opens in a new browser tab.

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Section Availability

  • Crisis Episodes is shown but disabled (grayed out). This section requires CL-13 (Crisis Intervention), which is not yet implemented.
  • All other sections are available for export.

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SUD Records & 42 CFR Part 2

Substance Use Disorder (SUD) records are protected under federal regulation 42 CFR Part 2. When exporting:
  • The “Include SUD Records” toggle is only enabled when:
    • The patient has SUD-indicated flags on their chart
    • Active patient consent exists for SUD record disclosure
  • If enabled, exported documents automatically include the federal redisclosure notice
  • If consent is not active, SUD content is excluded from the export
Important: You are responsible for ensuring that exported documents containing SUD information are handled in accordance with 42 CFR Part 2 redisclosure restrictions.

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Audit Trail

Every PDF export (single document or full chart) is automatically logged in the system audit trail. The audit record includes:
  • Who exported the document (user ID)
  • What was exported (document type, record ID)
  • When the export occurred
  • Which patient the record belongs to
  • Export type (cl_export_document for single exports, cl_export_chart for full chart exports)
Administrators can review export activity in the audit logs.

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Troubleshooting

IssueSolution
”Export Chart” button not visibleVerify you have the cl.records.export permission
Download icon not visible on recordsVerify you have the cl.charts.export permission
SUD toggle is disabledPatient may not have SUD-indicated flags, or consent may be expired/revoked
PDF generation failsCheck your internet connection; try again. If the issue persists, contact support
Export times out on large chartsTry filtering by date range to reduce the number of records