Which method is recommended to share a patient’s summary outside the chart?

Which method is recommended to share a patient’s summary outside the chart?

• A. Chart Print/Export function or shareable PDFs within the patient chart.
• B. Email the entire chart as free text.
• C. Copy and paste into a Word document.
• D. Print a screenshot and mail it.

Answer: (A)

Sharing a patient’s summary outside the chart should be done using the system’s secure export features, such as the Chart Print/Export function or generating a shareable PDF within the patient chart. This approach keeps PHI protected by applying the chart’s access controls, provides a stable, auditable record of what was shared, and preserves consistent formatting. Other methods fall short on privacy and traceability: emailing the entire chart as free text can expose more information than intended and bypass release-of-information workflows; copying into a Word document risks losing headers and context and makes auditing difficult; printing a screenshot and mailing it is insecure and not aligned with privacy safeguards.

Sharing a patient’s summary outside the chart should be done using the system’s secure export features, such as the Chart Print/Export function or generating a shareable PDF within the patient chart. This approach keeps PHI protected by applying the chart’s access controls, provides a stable, auditable record of what was shared, and preserves consistent formatting.

Other methods fall short on privacy and traceability: emailing the entire chart as free text can expose more information than intended and bypass release-of-information workflows; copying into a Word document risks losing headers and context and makes auditing difficult; printing a screenshot and mailing it is insecure and not aligned with privacy safeguards.