Quick Reference — To export a patient chart

athenaClinicals

 

You can export a patient's chart data by selecting the data to export in a printable format, or by exporting all data into a Continuity of Care Document (CCD) file. Your practice must have the Chart Export feature enabled to export patient chart data.

 

To export chart sections

  1. In the patient chart, click the Menu icon and select Chart export.
    The Chart Export window appears. This window has these sections: Chart Sections, Continuity of Care Document, and Patient Record Creation History.
    Note: You can click each section to expand it or collapse it.
  2. Date Range — You can select the date range from the menu or specify the dates in the From and To fields.
    Note: The default date range, Year-to-Date, displays a From date that corresponds to the first day of your organization's fiscal year.
  3. Formal Health Record — Select this option to export the documents and parameters that should be used when generating a patient's official medical record. athenaOne automatically moves the selected items to the Selected Attachments section.
  4. Include Confidential Patient Information — Select this option to include in the chart export information from the Confidential section of the Patient Demographic Information.
    Note: This option is not available if you selected the Formal Health Record option.
  5. To select the sections of the patient's chart that should appear in the export, select items in the Available Attachments section and click the right arrow icon .
    Items displayed in bold with a number in parentheses contain information. Items shown in gray italics with (0) do not contain any information for the patient.
  6. Attach Consent Form — Select a consent form to include in the export.
  7. Click Export Chart Sections.
    A preview of the exported data appears.

 

To export a Continuity of Care Document

  1. In the patient chart, click the Menu icon and select Chart export.
    The Chart Export window appears, displaying three sections: Chart Sections, Continuity of Care Document, and Patient Record Creation History..
    Note: You can click each section to expand it or collapse it.

  2. Click the Continuity of Care Document section to expand it.
    Note: Unless the CCD format is specifically needed, athenahealth recommends that you send a CCDA document instead.
  3. Click Create CCD.
    athenaOne automatically retrieves the appropriate data from the patient's chart, based on the most recent encounter.
    A new window appears. You can view or save continuity of care documents in .xml format.

  4. To share the exported data, you can:

    1. Send to — Search for and select the receiving provider.
      The Direct field appears if the provider has a Direct address.
      Note: If this field does not appear, the selected recipient does not have a Direct address. Consequently, Direct Messaging cannot submit the CCD. The CCD goes to the sender’s inbox in REVIEW status.

    2. In the patient actions bar at the bottom of the page, click Submit and select one of the following methods:

      • By Direct — To send the file to the receiving provider using Direct Messaging.

      • By electronic file — To send the file electronically to a receiving provider that uses athenaOne, using a secure means (such as encrypted email).

      • Repository — To burn the file onto a disc (preferred) or thumb drive (less secure) and give it to the patient, who can deliver it to the receiving provider.

    3. Click Save.

 

To view the Patient Record Creation History

  1. After you click Export Chart Sections or Create CCD, you can see a list of previous chart exports in the Patient Record Creation History section of the chart export. Click the view links to see Chart Documents and Continuity of Care Documents.