You can create two types of export requests: Individual and Bulk. An individual export allows you to export the data associated with a patient. A practice export will export all the patient and document data in your account. Exports are available for download for 30 days once completed. After 30 days (from the date a request has finished processing and is available for download), the request will move to the Archived tab. You will still be able to view the details of the request once it is archived, but the downloadable files will be permanently deleted and no longer available.
How to enable the EHI Export permission?
Account > Staff Permissions > Provider / Staff tab > View > Edit Permission , then choose the applicable permission(s) > Save.
- Single Patient EHI Export
- Bulk Patient EHI Export
Where is the functionality located?
Both types of exports begin under the Reports menu → EHI Data Export and within the reports screen (left column).
Next, from the EHI Export dashboard, select New Export Request.
Individual Patient Export Request
- Select single patient.
- Enter the patient's name (only one patient can be selected, at a given time).
- Click the Request button .
A notification will be sent to the Message Center (All Messages) with a link to the EHI dashboard once the export is complete. You can view the status and download the export via the Dashboard.
Exporting All Patients Data
With a practice export, you can export the data and documents for your entire patient population.
- Select all patients
- Click on the Request button to queue the export in the Active queue.
- Click start to complete the type form
- Primary Practice Contact information
- DrChrono username
- DrChrono Doctor ID
- DrChrono Practice Group ID
- Reason for export
- If multiple extracts (separate data) are needed
- Specific date to initiate data export
- DrChrono will then complete the internal steps for the request.
- A notification will be sent to the Message Center (All Messages) with a link to the EHI dashboard once the export is complete.
Navigating the EHI Export Dashboard
You can manage your patient and practice EHI export requests on the dashboard. To access the dashboard, go to Reports menu and select EHI Data Export.
The EHI Export Dashboard will start out empty, but as you add requests you will be able to see information about each request that is still active.
Patient / Chart ID #
Date of Birth (DOB)
Date Requested - Date that the export EHI data request was entered into the system
Requested by - The individual that requested the EHI data request
- Queued - The request has been received by the system and is in the process of being processed
In Process - The export is currently running but has not completed
Completed - The export report is ready to be downloaded into a zip file
Failed - The report did not complete due to the job failing
Action - From this column, the user may cancel the job or download the complete data export
Inactive = is a list of cancelled/archived (data export is > 30 days old) requests.
Columns include :
- Patient / Chart ID #
- Date of Birth (DOB)
- Date Requested - Date that the export EHI data request was entered into the system
- Requested by - the individual that requested the EHI data request
Expired - The report was available to the end user for 30 days but have expired after being available to the end user for a minimum of 30 days
Failed - The report did not complete due to the job failing.
Canceled - The request has been received by the system but was canceled by the user
How do I download a completed export from the active list?
Once an export has completed, a download icon (down arrow) button will display under the Action column. When the user clicks the button, a “Download ZIP File” pop-up window will appear that will allow the user to download the file(s) generated for the export.
Note: The only option for downloading the EHI Data Export is via a zip file.
How can I cancel an export?
Only single patient exports can be canceled, not bulk exports.
The user can cancel an export in progress by clicking on the “Red X” icon under the Actions Column located in the Active Export screen. This will stop the generation of any remaining export files, remove any export files that were generated and change the status of the export to Cancelled.
How can I track EHI exports?
Once the user initiates the EHI export, the audit log (via Clinical >Audit Log > log type: Data Export) will capture the following data:
Username, Date/Time, Export Type, Patient Selected (if applicable), EHI Selected to include in the report.
Status of the EHI Export List as queued, in process or completed.
User who initiated the EHI Data Export.
Date/Time the EHI export was initialized.
Export type: single patient vs practice.
Patient ID of the patient’s record.
Export Link as provided to download the EHI data export.
- In addition, based on the log type selected (Single Patient Export vs All Patient Export), the audit log will capture the following action types and details.
What data is included in an EHI export? Click here to view.