> ## 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 — User Guide > Contact your organization administrator if you need access. ## Quick Reference | I need to... | Pattern | Location | | ------------------------------- | ---------------------------------------------- | ----------------------------------------------------------------- | | Export one chart document | Per-record download action | [Exporting a Single Document](#exporting-a-single-document) | | Export a complete patient chart | Export dialog with section/date filters | [Exporting a Full Patient Chart](#exporting-a-full-patient-chart) | | Include SUD content legally | Consent-gated SUD toggle + redisclosure notice | [SUD Records & 42 CFR Part 2](#sud-records--42-cfr-part-2) | | Verify export permissions | Permission-gated actions | [Permissions](#permissions) | ## Decision Trees ### 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. ### SUD consent branch 1. Is patient SUD-indicated and consent active? * Yes → SUD toggle enabled; include redisclosure notice. * No → SUD content excluded from export. ## 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. ## Common Mistakes | Mistake | Outcome | Resolution | | ---------------------------------------------------- | -------------------------------------- | ---------------------------------------------------- | | Trying full-chart export without `cl.records.export` | Export button unavailable | Request permission update from org admin | | Expecting SUD data without active consent | SUD toggle disabled or content missing | Verify CL-11 consent status and chart SUD indicators | | Exporting oversized chart without date filter | Slow/timeout-prone export | Use date range filter to reduce scope | ## 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. *** ## 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). *** ## Permissions | Action | Required Permission | | --------------------------- | ------------------- | | Export a single document | `cl.charts.export` | | Export a full patient chart | `cl.records.export` | Contact your organization administrator if you need access. *** ## Exporting a Single Document ### Where to Find Export Buttons Each section of the patient chart has a **Download** (↓) icon button next to individual records: | Section | Location | | --------------------- | ---------------------------------------------- | | Progress Notes | Per-row action area in the Notes tab | | Treatment Plans | Per-row action area in the Treatment Plans tab | | Assessments | Per-row action area in the Assessments tab | | Clinical Summary | Section header in the Summary tab | | Safety Plans | In the Safety Plan card (Risk tab) | | Consent Documents | Per-row action area in the Consents tab | | Group Sessions (Peer) | Per-row action area in the Peer tab | ### 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. *** ## Exporting a Full Patient Chart ### 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. ### 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. *** ## 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. *** ## 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. *** ## Troubleshooting | Issue | Solution | | ------------------------------------ | --------------------------------------------------------------------------------- | | "Export Chart" button not visible | Verify you have the `cl.records.export` permission | | Download icon not visible on records | Verify you have the `cl.charts.export` permission | | SUD toggle is disabled | Patient may not have SUD-indicated flags, or consent may be expired/revoked | | PDF generation fails | Check your internet connection; try again. If the issue persists, contact support | | Export times out on large charts | Try filtering by date range to reduce the number of records | *** ## Related Documentation * Specification: specs/cl/specs/CL-20-medical-record-export-document-generation.md * [CL-11: Consent Management & 42 CFR Part 2](https://github.com/Encore-OS/encoreos/blob/development/specs/cl/specs/CL-11-consent-management-42cfr-part2.md) * [Regulatory Compliance Tracker (42 CFR Part 2)](/compliance/REGULATORY_COMPLIANCE_TRACKER)