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The clinical summary can be exported through the claim creation window in the ledger tab. Simply check the box to Export Clinical Summary to the Patient Portal. Checking this box means that MacPractice will prompt the user to export the clinical summary via a second window after the claim creation process has been completed. This is the most automated option within MacPractice. This box will remain checked on the computer until a user deactivates this preference. This preference is set per computer.
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