EHR Patient Export
This EHR Patient Export tool is useful when users want to export a summary of a patient's health information as an xml file.
In Standard Reports, click EHR Pat Export.
The EHR Patient Export button is only availabe if EHR is enabled in Show Features.
Input or select filter criteria to update search results.
First Name: Type a patient's first name to limit results. Does not need to be the full name (e.g., "Max" will include results for "Maxwell")
Last Name: Type a patient's last name. Does not need to be the full name.
Patnum: Type a patient's PatNum, see Edit Patient Information. Does not need to be a full PatNum (e.g., "187" will include results for "1187", "1872", etc)
Primary Provider: Select a provider from the dropdown. Select All to include patients with any assigned primary provider, including those marked hidden.
Clinic: Select a Clinic to only include patients assigned to the selected clinic. Select All to include patients assigned to any clinic or unassigned to a clinic.
Site: Select a Site to only inlcude patients assigned to the selected site. Select All to include patients assigned to any site and those assigned to no site. See Edit Patient Information: Public Health Tab.
Click Search to update the Patient Export List grid based on the search criteria.
Patient Export List: Lists patients who meet the entered search criteria. Results only include records with a Status of Patient (not Inactive, NonPatient, etc) set in Edit Patient Information. Below is a description of each column in the grid:
Click a row to select a patient. Click and drag, Ctrl+click to select multiple records; click Select All to select all patients in the list.
Click Export Selected to export records for all selected (highlighted) patients.