PDF Packages by Treatment Episodes

Users can now generate PDF packages for specific treatment episodes, allowing documentation to be pulled from a specific portion of an episode of care. This feature is especially helpful when sharing records with third parties who need documentation tied to a particular treatment phase.

Required Permissions: Users must have the Manage PDF Packages permission enabled on their user profile to create PDF packages from this tab. Users who only need to review the contents of a PDF package can be assigned the View PDF Packages permission. Do not assign both permissions to the same user, as doing so will cause a conflict and limit access.

Follow the steps below to create a PDF package by treatment episode:

Navigate to the patient’s header and click on the Actions menu.
Select PDF Package.
In the Generate PDF Package window, select the PDF Package from the drop-down list.
Choose one or more treatment episodes:
- Select a single episode to focus the package on that portion of care.
- Select multiple episodes for a broader scope.
- Select the Toggle All option to include every treatment episode.
You can customize the items in PDF Sections and PDF Options by setting the toggles to on for the documents you want to include from the selected treatment episodes.
Review the package contents and make any adjustments if needed.
Click Generate to create a PDF package that includes the chosen documents.
The system displays a green message when PDF package is generating.
Depending on the size of the case, generation can take several minutes to several hours. Once the PDF package is generated, you’ll receive a notification in the EMR header.
You can view your PDF package download progress and access completed PDF packages from your Downloads tab.
Click on the link to automatically download the PDF Package to your computer.