Post by totalvisioncare on Dec 12, 2018 11:07:32 GMT -6
So we recently received a request from an insurance company for copies all of the patient's visits/ medical records for the entire year. This particular patient has several visits as the doctor was monitoring an ongoing condition for the patient. Normally for these requests, I or a co-worker will open the record they are requesting and using the "Letter" button use the the record full template and send to word so that we can print and fax or mail. But the doctor does not want to do that for this case. We were wondering is there an easier way where we can electronically send all of her record information to this company? I appreciate any help.
Not sure if this is the best way, but it works most of the time. We upload all records to the portal (EHR Settings>Upload All Med Recs to Portal) and set up an authorized user on the patient account. We set the username to something like "ptlastname.ptfirstname.referraldrlastname" and set the password to the referring doctors telephone number.
We then fax instructions on how to download these files from the portal with the authorized user name and password.
We have run into issues where an organization's IT settings will not allow them to download these files, and we resort to copying these files to a CD Rom and sending via snail mail.
Along the same lines as drmarkod's method. I click the "Save to File" option instead of "Save to portal" and it creates PDFs of all the exams. I then can delete the unnecessary dates and, using my PDF editing software, combine all dates of service into one file. Then I can fax electronically or upload to a portal.