Cures Act and Unified Practice: What information do I need to provide to my patients and how can I do it?

Learn how Unified Practice can help you be compliant with the new Cures Act guidelines


You've likely heard about the Cures Act final ruling and have questions about what that means for practitioners who use EHRs. Unified Practice has always allowed you to seamlessly export data such as Clinical Notes, Medical History Forms, Images, and Patient File information to provide to requesting parties. 

How does the Cures Act effect Unified Practice users?

New regulations stipulate that as of April 5, 2021 Physicians must be able to respond to patient requests for electronic health information without delay, if they have those elements in an electronic format, or it is considered information blocking. The eight (8) types of clinical notes that must be shared are outlined in the United States Core Data for Interoperability (USCDI) and include:
  • Consultation notes
  • Discharge summary notes
  • History & physical
  • Imaging narratives
  • Laboratory report narratives
  • Pathology report narratives
  • Procedure notes
  • Progress notes
Unified Practice allows you to export SOAP notes and other documents as PDFs, CSVs, and Excel files and provide them to patients, meeting the current regulations.

How can I export this information from Unified Practice?

Depending on what is being requested, there are a few places to export specific types of data from Unified Practice. Below, follow the steps on how to Export various types of data:

SOAP Notes (typically, your SOAP notes will include consultation notes, images, procedure notes, and progress notes):

  1. Navigate to the Appointments tab within Patient File.
  2. Click View Intake.
  3. In the upper right-hand corner, click Print.
  4. From here, you can choose to download the file as a PDF on your computer to send to your patients via HIPAA-compliant email.

Onboarding Forms (these are the forms that your patients fill out such as Medical Questionnaires, Read & Sign, and Screening Forms):

  1. Navigate to the Forms tab of the Patient File.
  2. Click the eye icon to view the form.
  3. In the upper right-hand corner, click Print.
  4. From here, you can choose to download/save the file as a PDF on your computer to send to your patients via HIPAA-compliant email.

Images, Lab Reports, Additional Files (these are files you have uploaded into the Files tab of the Patient File. This can include bloodwork, x-rays, or additional notes you took outside of UP and uploaded into a file):

  1. Navigate to the Files tab of the Patient File.
  2. Click Download
  3. From here, the file will download on your computer in the format you uploaded it as. Save to your computer to send to your patients via HIPAA-compliant email.

For additional information on exporting data from Unified Practice, check out our articles What Can Be Exported From Unified Practice? and Who Owns The Patient Data?