School starting back up and you need to provide up to date immunization records? Want to make sure your regular doctor receives an update from your specialist appointment? With ChartSpan, you can share any healthcare records with additional people with just a few taps.

Let’s get started learning how to send a record in ChartSpan.

Step 1: Once you open the app, select the magic button.

ChartSpan App Magic Button
The Magic Button is centered on the bottom of the app.


Step 2: This brings up the main menu. From there, select the “send record” icon.
ChartSpan Main Menu Send Record

Step 3: You will then be asked to choose the person you want to send records for. Select the appropriate person.

Step 4: This will take you to the below screen. All of your healthcare records will be in the below stream.

ChartSpan Send Record Screen


Select the healthcare record from your home page, scroll down to the bottom and hit send. This will take you to the same step but with only that record selected.

Step 5: From there, choose either email or fax and input the Institution (Doctor, Care Provider, School) Name. Once you have everything filled in, tap “Send” on the upper right hand corner. You will receive a “Success” message once the record has been sent.

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