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Quick Reference

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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

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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

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:

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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