How to Print Patient Portability Document in EMR

DocVilla simplifies the process of printing a patient’s portability document by allowing providers to either print the document or send it directly to the patient portal in just a few clicks.

Steps to Print Patient Portability Document in EMR:

Step 1: Go to the patient's profile.

Step 2: Click on the last icon labeled “Print and send forms such as data portability document.”

Step 3: From the dropdown menu, select the type of summary you wish to generate.

Step 4: Click on “Print” if you want to print the document “OR” Click on “Send to Patient Portal” if you want to share the document directly with the patient via their portal.

To print each encounter SOAP notes in further detail, please check out this knowledge base link on how to share Encounter Summary with the patient

How to Generate Bulk Summary

The Bulk Summary feature allows you to generate summary reports for multiple encounters of a single patient at once. This helps save time and ensures all relevant encounter details are compiled efficiently.

Steps to Generate Bulk Summary

Go to the Patients tab at the top.

Search for and select the name of the patient.

Click on the Consult to access the patient’s consultation records.

Select Encounters.

Choose the encounters you wish to include in the bulk summary.

Note: You can select a maximum of five (5) encounters at a time to generate the bulk summary.

Click on Generate Bulk Summary.

❗ Why Full Chart Downloads Are Not Supported

While it might seem convenient to export all patient charts at once, DocVilla limits this functionality for the following technical and performance reasons:

1. Browser Timeout Limits

Browsers like Chrome and Firefox have a default timeout of around 30 seconds.
If a patient has multiple encounters (e.g., 10 encounters × 40 pages = 400+ pages), generating a single PDF can take too long and cause the browser to freeze or crash.

2. Server Load Management

Large data exports create a heavy load on our servers.
Allowing bulk downloads can negatively impact the performance and stability of the platform for all users.

3. Device Performance Issues

Even compressed PDFs can be tens of megabytes.
Devices with limited RAM or older configurations may hang or crash while handling large files, which is often mistaken for a platform error.

💡 Best Practice:
Export documents per encounter for smoother performance and reliability.

Follow these steps to send an encounter summary to a patient in DocVilla EHR:

Steps to send an encounter summary to the patient:

From the main dashboard, click on the “Patient” tab.

Search for and select the name of the patient.

Click on Consult to access the patient’s consultation records.

Select Encounters to view the list of encounter details.

Locate the encounter for the desired date and click “View” to open it.

Click on “Actions” and choose “Print Forms” from the dropdown menu.

From the Type of Summary dropdown, select the type of summary you wish to send.

Choose the specific sections to include in the summary.

Click on “Send to Patient Portal” to securely share the encounter summary with the patient.

This process ensures that patients receive a summary of their medical encounters directly through the Patient Portal, improving communication and making it easier for them to access their medical information anytime.