Exporting a single patient’s Chart or Clinical Record
From time to time, you may need to export or download a patient’s Chart or Files, or you may need to send a Chart or a Clinical Record for a medical legal request or referral to another practitioner. There are multiple ways to do so, including for a patient’s entire Chart, multiple chart entries, a single chart entry, a file, or an Intake Form.
💡 Jane Tip: Looking to send a chart entry or treatment by fax? Check out our guide on Integrated Outbound Fax.
Exporting multiple chart entries or a patient’s entire Chart
You can export a subset of a patient’s Chart or a patient’s entire Chart.
You can find the export option by finding your patient and heading to their Chart. At the top of the Chart is a Filter / Export button:
You can see that at the top of the chart, there are several filters available to you.
You can filter entries by a specific practitioner, discipline, chart status, or date range. So if you’ve been asked for clinical records for a patient from July 15 to October 31 for just one practitioner, you can filter down to the appropriate entries before you export and download the patient’s file.
Once you have the chart entries displayed that you’d like to export, click the button with three dots on the right, then select the “Print” or “PDF” buttons. If you click Print, you’ll see a preview page where you can choose different template styles by selecting between the Letterhead or Chart Display options. You can then click to print, or you can also create a PDF to download and save the patient’s file.
💡Jane tip: If you’d like specific variables displayed on a PDF chart export, such as a patient’s date of birth, you can customize your chart footer for PDF chart exports. You can also add your signature to chart exports.
Exporting a single chart entry in a patient’s Chart
Sometimes you may need to export a single chart entry for a patient, such as when printing an entry for a patient for an exercise or a prescription, or when exporting a letter or progress note for a patient.
To export a single chart entry, head to a patient’s Chart, click the down arrow button at the top right corner of the entry, click the Print option, and the chart entry will open in a new page where you can print or create a PDF.
💡Jane tip: You can also export Treatment Plans from a patient’s Chart by clicking Actions and then Export/Print.
Exporting a patient’s file from the Files tab
At times, you may need to download a patient file that hasn’t been included in the patient’s Chart. You can download a patient file by opening the patient’s Profile and then clicking on the Files tab.
Find the file that you wish to export, hover over the bottom of the preview tile, and then click the down-arrow button to download the file. Once the file has been downloaded, you can then manage the file as needed, by saving it as a PDF or printing it.
Exporting a single patient’s Intake Form
To export the completed Intake Form of a specific patient, you can head to the patient’s Profile and scroll down on the right-hand side to the Online Intake Forms section. If you click the button with the 3 dots next to the Intake Form, you’ll be able to Print the form, or save it as a PDF:
Batch Export of all Charts (per staff practitioner)
If you’re looking to export all chart records for a particular staff member, or chart records present in the clinic in their entirety (i.e. as a batch), an Account Owner can request this by emailing [email protected]. Note that these exports are provided per staff member, so if there are multiple staff members that you need to export chart histories for, please provide the Jane Support team with their names.
Batch chart exports are available one time free of charge at the termination of your subscription, or as needed for individual practitioners who are leaving your practice but are required to take their chart notes with them.
Jane does not provide full batch exports for backup purposes (at Jane, we run backups on your behalf both real time to mirrored servers and nightly to a secondary city), however, we believe strongly in data access and liberation, and will always work to ensure you have secure retention of your chart notes both during and after your time with Jane.
We also have a guide you can look over to give you more information regarding this, Batch Chart Export for Practitioners.
💡Jane tip: If you’re moving clinics, you can copy charting data to another Jane account with a Jane to Jane Data Transfer.
Batch Export of all Intake Forms
Similarly, at an Account Owner’s request, we can provide a one-time export of all Intake Forms present within a Jane account. Please note that this will export all intake forms for all patients, and not only a subset of intake forms (i.e. for only patients associated with a particular practitioner or with a particular discipline).
See our Batch Chart Export for Practitioners guide page for more info.
Additional resources
If you’re looking for more information about exporting charts and patient files in Jane, these pages may also be helpful:
- Integrated Outbound Fax
- Printing or Sharing Chart Entries & Treatment Plans
- Sharing Patient Charts with a Third Party
- Files Area in a Chart
- Batch Chart Export for Practitioners
- Jane to Jane Chart Transfers (Data Transfers)
We hope you find what you’re looking for in the guides above! If you have questions, or if you want to chat through workflows in Jane, please don’t hesitate to get in touch, we’re always happy to hear from you. 💙