Fulfilling Patient Record Requests with Eyefinity Practice Management

When you receive a request for patient information, you can usually comply with the request by exporting the patient health information from Eyefinity EHR or ExamWRITER. However, if the request also includes claims, payment, and transaction data, you must run the Transaction report in Eyefinity Practice Management:

1. On the left side of the Demographics screen, click Material Orders.
2. Click Transaction Report. If you are using a tablet or other small screen, click the blue Transactions button.

   The Customer Transaction report opens in a new window.

3. Download the report. The specific steps to download the report depend on your browser.
4. Share the report with the requester using a secure, HIPAA-compliant method.