Consultation reports

If a patient requests a copy of their medical records from their GP and the GP uses Socrates, the below steps are to be followed.

1. Open the Socrates application
   

2. Select Patient Maintenance – bottom left hand menu
   

3. In Patient Options select Patient Export
   

4. Reference = patient name – search using the square icon with 3 dots to the right of the Reference field
   

5. Enter the patients name and Search – then select the name from the results section at the bottom
   

6. Export directory – where to save pdf to – use Desktop and select OK
   

• Export Documents is ticked
• Export Letters is ticked
• Export E-Referrals is ticked
• Between dates for periodic views can be left blank to get all notes

1. Run

• This will run the report and you will see when it completes. It should take about 20 seconds. The output is saved as SURNAME FIRST – yyyy-mm-dd – nnnnn.pdf
• Minimise Socrates and any other application that you have open so that you can see your desktop and the file that has been created
• Open your email system and reply to the email received from the patient
• Attach the pdf file = select the Desktop location, select the file name and hit Save button
  
  

1. Send the email

If a patient requests a copy of their medical records from their GP and the GP uses HealthOne, the below steps are to be followed.

1. Open the HealthOne application and search for the appropriate patient name in the search field

2. Once the appropriate patient has been located - Double click on the chosen patient
   

3. The following screen opens
   

4. Select File and Print or press Ctrl + P to print the patient record
   

5. Initial screen shown once you select print.
   

6. At this stage we would like to print the patient record to PDF so it can be emailed to our patient once ready.

• In ‘Do you want to print’ please select ‘the complete HCR’
• In ‘Print type’ please select ‘Print as PDF’
• In the dropdown please select ‘Full Content’
• Click OK
  

1. Save the file in a location you can access so that you can send the PDF file via email to our patient

• The file will default to the patients surname_firstname.pdf format
  

1. Open your email account and send the PDF file to the patient using the email address you have for the patient