Export Patient Data

The Export Patient Data dialog offers the ability to export a Clinical Summary documents for a single patient; or export a Continuity of Care Documents (CCDs) for a single patient, or for multiple patients. This allows you to share patient data with applicable providers and lab services, or to provide patients with clinical summaries of their office visit. Information that is exported includes basic demographic information (patient first and last name, address, date of birth, gender), allergies, diagnostic conditions, medical history, test results, and immunization history. You also have the ability to exclude any of this information if applicable. Use the following steps to export patient data.

1. Click Chart > Export > Patient Data.
   
   NOTE: You can also access the Export Patient Data dialog for an individual patient. To do this, when a patient's chart is opened, click Chart > Export >  Patient Data. The Export Patient Data dialog will open with the patient selected and the Patient area will be grayed out.
    

2. In the Export Patient Data dialog, click the Note Selection (Clinical Summary) option to export a Clinical Summary document for a single patient; or, click the Date Range option to export a Continuity of Care Document (CCD) for a single, or multiple patients, as needed.
   
   If Note Selection (Clinical Summary) option is selected, go to step 3. If the Date Range option is selected, go to step 11.
    

3. When the Note Selection (Clinical Summary) option is selected, start typing any combination of the patient's Name, DOB, or Account # in the Patient field. The list below will begin filtering patients based on the typed text.
   
   NOTE: Patients with restricted charts will not be displayed if the user accessing the Export Patient Document dialog does not have permission to view that patient's chart. However, if that user has the Break the Glass privilege, they are able to export patient documents for those patient's with restricted charts.
    

4. Once the patient is located, highlight the applicable Patient.
    

5. In the Options section of the Export Patient Data dialog, select the specific Note or Lab you want to export in the Note field.
    

6. Check the Password protect file option, if you would like to encrypt the if you would like to encrypt the XML output file with a password to ensure security.
    

7. Check the Close window after Save/Print option, if you want the Export Patient Document dialog to close after the exported document has been saved or printed.
   
   
   
    

8. To view any clinical summaries and/or procedure orders that have been previously printed for a selected patient, click the Previous Summaries button. In the Print Previous Summaries dialog, the patient's previously printed clinical summaries and procedure orders will be listed. To reprint a previously printed summary, highlight the item you want to reprint, and then click the Reprint button.
   
   
   
    

9. To configure the exclusion preferences when exporting clinical summaries, click the Preferences button.
   
   In the Exclusion Display Settings section of the Clinical Summary User Preferences dialog, you can select when to display the exclusions dialog by checking the applicable options.
   
   In the Clinical Summary Display Settings section, check the Do not display 'information not applicable to today's visit' sections in the Clinical Summary option, if you only want to export information regarding today's specific visit. When this option is selected, no information that is not pertinent to today's visit will be exported. Check the Suppress comments on the Clinical Summary option if you want to suppress any comments attached to the diagnoses or medications form being exported to the HTML file. This option is not available for the XML format.
   
   
   
   
   If you would like to configure specific sections of the Clinical Summary that will be excluded by default when exporting, click the Configure button. In the Clinical Summary Exclusion Preferences dialog the sections of the Clinical Summary will be displayed. To exclude a section from being exported by default, check the Exclude box next to the applicable section. When finished, click the OK button.
   
   
   
    

10. Go to step 19.
     

11. When the Date Range option is selected, select a From and To date for the date range you would like to capture in the exported document.
     

12. Next, start typing any combination of the patient's Name, DOB, or Account # in the Patient field. The list below will begin filtering patients based on the typed text.
    
    NOTE: Patients with restricted charts will not be displayed if the user accessing the Export Patient Document dialog does not have permission to view that patient's chart. However, if that user has the Break the Glass privilege, they are able to export patient documents for those patient's with restricted charts.
     

13. Once the patient is located, highlight the applicable Patient, and then click the Add selected patients button. You can also press the CTRL and Shift keyboard buttons to select multiple patients in the list, and then click the Add selected patients button.
    
    The selected patients selected will appear in the lower pane. In an similar manner as adding selected patients, you can remove patients from the selected patients (lower) pane, by highlighting the applicable patient(s), and then clicking the Remove patients button.
     

14. Repeat steps 12 - 13 until all applicable patients have been selected.
     

15. In the Options section of the Export Patient Date dialog, select the applicable Provider for the document you are exporting.
     

16. In the Document Type section, select Continuity of Care Document (CCD) or Referral Summary.
    
    NOTE: When the Referral Summary is selected as the Document Type, the system will generate a Referral Summary note for each of the patients selected that have an open referral for the date range specified.
     

17. Check the Password protect file option, if you would like to encrypt the XML output file with a password to ensure security.
     

18. Check the Close window after Save/Print option, if you want the Export Patient Document dialog to close after the exported document has been saved or printed.
    
    
    
     

19. When all of the export information has been configured and selected, click the Save button to export the patient data to a file, or click the Print button to print the exported data.
    
    NOTE: If the Close window after Save/Print option is selected, the Export Patient Document dialog will close after the exported document has been saved or printed.
     

20. If the Password protect file options was selected, a Document Encryption dialog will appear allowing you to enter a Document Password, and verify that password in the Verify Document Password field.
    
    
    
     

21. If saving to file, the Browse For Folder dialog will appear allowing you to select the location for the saved zipped file. When saving the export to a file, the system will create a zipped file containing an XML file that can be password encrypted, and an HTML file (Human Readable Format) for each CDD or Clinical Summary for each patient included in the export. When the location has been selected, click the OK button.
    
    
    
     

22. When exporting a Clinical Summary, a Patient Information Document Exclusions dialog will appear, allowing you to select the applicable data you wish to exclude from the summary document you are exporting, if applicable. When finished setting the exclusions, click the OK button.
    
    
    
     

23. Click the OK button when the export is complete. The zipped file containing the applicable XML and HTML files has been created in the designated location.