Manage Data Exports Page

 

Important: You can export health information in a CCDA document for a patient whose record is restricted or blocked (see Privacy Information). The provider remains responsible for protecting data under applicable federal and state privacy laws. For example, federal law requires a patient's consent for a substance use provider to disclose information to another provider; it is the provider's responsibility to obtain this consent.

 

You can export health information in a CCDA document for one or more patients now, or you can schedule the job for a later time or as a recurring job.

Note: You can create a CSV file that includes the patient IDs of the patients for whom you want to export information in CCDA format. The CSV file must have one column (only) with the column heading "PATIENTID"; this column should contain numeric data (patient IDs) only.

1. Display the Manage Data Exports page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Other, click Manage Data Exports.
   The New Export Job tab is displayed.
2. Select CCDA from the drop down to export CCDA. The default selected export type is CCDA.
   
3. Patients — Specify the patients whose health information you want to export in a CCDA document.
   • All Patients — Select this option to export the records of all patients.
   • Patient ID List — Enter the patient IDs for which you want to export CCDA documents. To enter more than one patient ID, separate the IDs with a comma (1234,5678,9012).
     Note: You can enter up to 120 patient IDs.
   • Upload CSV File — Click Choose File and select the local CSV file that contains the list of patient IDs for which you want to export records in CCDA format.
     Note: The CSV file must have one column (only) with the column heading "PATIENTID"; this column should contain numeric data (patient IDs) only.

4. Select the appropriate CCDA standard for export. USCDI is selected by default but you can choose to export CCDAs in MU3 standard, if required.
   
   

5. Date range filter — You can specify a range of encounter dates to include in the exported CCDA document, or you can specify all patient records before a specific number of days, weeks, or months. Select one of these options:
• Include records between — Specify dates to include clinical data that occurred during this period of time in the exported CCDA file. You can also specify the beginning and end time of the encounters.
  Note: If you do not specify either a start date or an end date, all clinical data for the patients are included in the CCDA file.
• Include records for the prior — Enter the number of days, weeks, or months and select the time frame: Day(s), Week(s), or Month(s). Encounters that occurred before the specified number of days, weeks, or months are included in the exported CCDA file.
6. Run this export — Specify when you want to create the exported CCDA files.
• Now — Run the report immediately.
  Note: If you specified fewer than 120 patients in this export request and select the Now option, the export job begins now. However, if you specified more than 120 patients (or if you selected the All Patients option from the Patients field), the export will begin during non-business hours — that is, from 8 p.m. to 7 a.m. ET.
• Once — Specify the date and time to export the files.
• Monthly — Specify the start date and end date to export the files, as well as the day of the month and the time that the report will be generated (hour and minutes). You can leave the end date blank.
7. Save to location — For each report, athenaOne creates a .zip file that contains one .xml file per patient ID for ambulatory patients and two .xml files per patient ID for hospital patients. These files are saved on the athenaOne Practice Files page (On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Practice Files).
8. Email when job is completed — You can enter an email address to notify the recipient when an export job is completed.
   Note: Click Add Recipient to add additional email addresses.
9. Reason to schedule this export — You can select a reason for scheduling the export from the menu. This field helps athenahealth understand the use cases that cause practices to schedule exports.
   Note: If you do not see a good option in the menu, select Other, then enter your reason in the Specify other reasons text box.
10. Description (optional) — You can enter a description of the CCDA export job (up to 200 characters are allowed).
11. Click Submit. If you scheduled a one-time job or a recurring monthly job, the Scheduled Jobs tab appears with the new CCDA export request at the top of the list.
    Note: If you chose to run the export now for fewer than 10 patients, do not leave the Manage Data Exports page until the export is completed. When the export is completed, you will receive an email notification indicating the location the exported files were added to.

 

 

1. Display the Manage Data Exports page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Other, click Manage Data Exports.
   The New Export Job tab is displayed.
2. Export Type — Select EHI from the drop down to export EHI related information.

    
    

   • All Patients — Select this option to create an export for all patients in the practice.
   • Patient ID List — Manually add the Patient ID list that you want to export.
   • Upload CSV File — Click Choose File and upload Patient IDs as a CSV file.
     
   • Download template — Once the template is downloaded, you can add the patient ID and upload the same CSV file by selecting the Choose File button.
     
   
   

3. EHI Data Sections — Select the required data sets (i.e., all, individual Clinicals, Collector data sections, or data classes) that you want to export.
• Selected — View specific data sections that are required in the selected window by clicking the Selected radio button in one or more of the available sections.
  
  
4. Filters to select specific patients — Select the appropriate EHI data that you want to export, using the Filters to select specific patients fields.
• Selected — View the selected EHI data filters in the selected window by clicking Selected in one or more of the available filters.
  Note: The Filters to select specific patients fields are only available when you are selecting the All Patients field.
  
  
5. Include external CCDs or CCDAs — Check the external CCDs or CCDAs according to your requirement. This option includes CCD or CCDA files that were once received from external system or generated by athenaOne and stored for future references or exports.
   
   
6. Email when job is completed — You can enter an email address to notify the recipient when an export job is completed.
   Note: Click Add Recipient to add additional email addresses.
7. Reason to schedule this export — You can select a reason for scheduling the export from the menu. This field helps athenahealth understand the use cases that cause practices to schedule exports.
   Note: If you do not see a good option in the menu, select Other, then enter your reason in the Specify other reasons text box.
8. Description (optional) — You can enter a description of the EHI export job.
9. Click Submit.

 

 

1. Display the Manage Data Exports page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Other, click Manage Data Exports.
   The New Export Job tab is displayed.
2. Export Type — Select Clinical Chart Export from the drop down to export clinical chart.
   
3. All Patients — Create a clinical chart export for all patients in the practice.
4. Patient ID List — Manually add the Patient ID list that you want to export.
5. Upload CSV file — Upload Patient IDs as a CSV file.
6. Download Template — Once the template is downloaded, you can add the patient ID and upload the same CSV file by selecting the Choose File button.
   
7. Filters to select specific patients — Filters are defaulted to All.
   Select the appropriate patient data that you want to export, using the Filters to select specific patients fields.
   • Selected — View the selected patient data filters in the selected window by clicking Selected in one or more of the available filters.
     

   Note:
   The Filters to select specific patients fields are only available when you are selecting the All Patients field.
   
   

    

8. Appointment Date range filter (Optional) — Enter the start date and the end date to filter your appointment date results.
   
9. Chart Data Filters — Filters are defaulted to All.
   Select the appropriate clinical chart data that you want to export, using the Chart Section field.
   • Selected — View the selected clinical chart data filters in the selected window by clicking Selected in the available filter.
     
     
10. Date range filter (Optional) — Enter the start date and the end date to filter your appointment date results.
11. Export chart as — Select your desired clinical chart output format (PDF or HTML) to be exported.
12. Save to location — The clinical chart exported based on your selection will be saved in Practice Files 2.0 page in athenaOne.
13. Email when job is completed — Enter an email address of a recipient to be notified when a job is completed.
    Note: Click Add Recipient to add additional email addresses.
    
    
14. Reason to schedule this export — Select a reason for scheduling the export from a list of options. This field helps athenahealth to understand the various use cases that cause practices to schedule exports.
    Note: If you do not see an adequate option for your use case, select Other (please enter a description). Then enter your reason as text in the Specify other reasons text box.
    
    
    
    
15. Click Submit.

 

 

1. Display the Manage Data Exports page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Other, click Manage Data Exports.
   The New Export Job tab is displayed.
2. Export Type — Select Appointment from the drop down to export an Appointment report.
   
3. All Patients — Create an Appointment report for all patients in the practice.
4. Patient ID List — Manually add the Patient ID list that you want to export.
5. Upload CSV file — Upload Patient IDs as a CSV file.
6. Download Template — Once the template is downloaded, you can add the patient ID and upload the same CSV file by selecting the Choose File button.
   
7. Filters to select specific patients — Filters are defaulted to All.
   

   Note:
   The Filters to select specific patients fields are only available when you are selecting the All Patients field.
   

   1. Select the appropriate patient filter that you want to export, using the Filters to select specific patients fields.

• Selected — View the selected patient data filters in the selected window by clicking Selected in one or more of the available filters.
  
8. Save to location — The appointment report exported based on your selection will be saved in Practice Files 2.0 page in athenaOne.
9. Email when job is completed — Enter an email address of a recipient to be notified when a job is completed.
   Note: Click Add Recipient to add additional email addresses.
   
   
10. Reason to schedule this export — Select a reason for scheduling the export from a list of options. This field helps athenahealth to understand the various use cases that cause practices to schedule exports.
    Note: If you do not see an adequate option for your use case, select Other (please enter a description). Then enter your reason as text in the Specify other reasons text box.
    
    
    
    
11. Click Submit.

 

 

1. Display the Manage Data Exports page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Other, click Manage Data Exports.
   The New Export Job tab is displayed.
2. Export Type — Select Patient Demographics from the drop down.
   
3. All Patients — Create a Patient Demographics report for all patients in the practice.
4. Patient ID List — Manually add the Patient ID list that you want to export.
5. Upload CSV file — Upload Patient IDs as a CSV file.
6. Download Template — Once the template is downloaded, you can add the patient ID and upload the same CSV file by selecting the Choose File button.
   

7. Custom Fields — Select the appropriate custom field you want included in the report.
   
   

8. Filters to select specific patients — Filters are defaulted to All.
   
   • Selected — View the selected patient data filters in the selected window by clicking Selected in one or more of the available filters.
     

   Note:
   The Filters to select specific patients fields are only available when you are selecting the All Patients field.
   
   

9. Appointment Date range filter (Optional) — Enter the start date and the end date to filter your appointment date results.
   
   
10. Save to location — The clinical chart exported based on your selection will be saved in Practice Files 2.0 page in athenaOne.
11. Email when job is completed — Enter an email address of a recipient to be notified when a job is completed.
    Note: Click Add Recipient to add additional email addresses.
    
    
12. Reason to schedule this export — Select a reason for scheduling the export from a list of options. This field helps athenahealth to understand the various use cases that cause practices to schedule exports.
    Note: If you do not see an adequate option for your use case, select Other (please enter a description). Then enter your reason as text in the Specify other reasons text box.
    
    
    
    
13. Click Submit.

 

 

1. Display the Manage Data Exports page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Other, click Manage Data Exports.
   The New Export Job tab is displayed.
2. Export Type — Select Transactions from the drop down to export a transactions report.
   
3. All Patients — Create a Transactions report for all patients in the practice.
4. Patient ID List — Manually add the Patient ID list that you want to export.
5. Upload CSV file — Upload Patient IDs as a CSV file.
6. Download Template — Once the template is downloaded, you can add the patient ID and upload the same CSV file by selecting the Choose File button.
   
7. Filters to select specific patients — Filters are defaulted to All.
   

   Note:
   The Filters to select specific patients fields are only available when you are selecting the All Patients field.
   

   1. Select the appropriate patient filter that you want to export, using the Filters to select specific patients fields.

      • Selected — View the selected patient data filters in the selected window by clicking Selected in one or more of the available filters.
        
8. Save to location — The transactions report exported based on your selection will be saved in Practice Files 2.0 page in athenaOne.
9. Email when job is completed — Enter an email address of a recipient to be notified when a job is completed.
   Note: Click Add Recipient to add additional email addresses.
   
   
10. Reason to schedule this export — Select a reason for scheduling the export from a list of options. This field helps athenahealth to understand the various use cases that cause practices to schedule exports.
    Note: If you do not see an adequate option for your use case, select Other (please enter a description). Then enter your reason as text in the Specify other reasons text box.
    
    
    
    
11. Click Submit.

 

 

1. Display the Manage Data Exports page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Other, click Manage Data Exports.
   The New Export Job tab is displayed.
2. Export Type — Select EOBs from the drop down to export EOBs.
   
3. Filters to select specific patients
   
   • All — Export EOBs for all Provider Groups in your tablespace.
   • Selected — Select specific Provider Groups to export EOBs.

   

4. Save to location — The EOB report exported based on your selection will be saved in Practice Files 2.0 page in athenaOne.
5. Email when job is completed — Enter an email address of a recipient to be notified when a job is completed.
   Note: Click Add Recipient to add additional email addresses.
   
   
6. Reason to schedule this export — Select a reason for scheduling the export from a list of options. This field helps athenahealth to understand the various use cases that cause practices to schedule exports.
   Note: If you do not see an adequate option for your use case, select Other (please enter a description). Then enter your reason as text in the Specify other reasons text box.
   
   
   
   
7. Click Submit.

 

 

 

1. Select the Scheduled Jobs tab to track the status of your export request.

2. Use the below filters to view a specific request you created.

   • Request ID
   • Job ID
   • Created Between
   • Status
3. Click Filter to view your results.
4. Click Reset to reset your filters
5. Click Hide Filters to hide the filter window.
6. Click the See historic/running Jobs (X) on a specific export request to view the status of individual export jobs.
   Note: You can see one or more export jobs on the Jobs Running/ Done tab depending on various factors, such as the number of chart sharing groups configured for your practice.

   
   
   

7. You can select the Jobs Running/Done tab directly to view and track the status of individual export jobs.

8. Use the below filters to view a specific export job you created:

   • Request ID
   • Job ID
   • Status
9. Click Filter to view your results.
10. Click Reset to reset your filters.
11. Select Hide filters to hide the filter window.
    

 

If you schedule a CCDA export job for a future time or for a recurring monthly time on the Manage Data Exports page, you can delete it.

1. Display the Manage Data Exports page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Other, click Manage Data Exports.
   The New Export Job tab is displayed.
2. Click the Scheduled Jobs tab.
   Scheduled and future export jobs are listed on this tab, organized by request ID.
   Note: You can display the job IDs for a request by clicking the See historic/running jobs (n) link in the Jobs Created By This Request column (the Jobs Running/Done tab appears and displays a table of the jobs for the selected request ID).
3. If you have many export jobs on this tab, you can click Show filters to display the filter fields and filter the list by one or more options.
   1. Request ID — To display export jobs for a specific request only, enter the unique identifying number of the data export request.
   2. Job ID — To display a specific export job only, enter the unique identifying number of the data export job.
   3. Created Between — To display data export requests created during a specific time frame only, enter the start and end dates for the requests, or select a time frame from the menu.
   4. Status — To display export requests in a specific status only, select the status from the menu.
      Note: To delete an export job, select one of these statuses: Scheduled, Waiting, In Progress, or Paused.
   5. Click Filter.
      The filtered list of export requests is displayed.
4. To delete the export CCDA jobs:
   1. Click delete in the OPTIONS column on the far right of the table.
      You are asked to confirm the deletion of the export jobs.
   2. To delete the jobs for the selected request, click OK, Delete.
      The jobs are deleted and the status of the request changes to Canceled.
      Note: To back out of the delete operation, click No, Cancel.

 

After a CCDA data export job is completed, you can download and display the files using the Practice Files 2.0 page.

1. Display the Practice Files 2.0 page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneousubl, click Practice Files 2.0.
2. You can search for CCDA export files from the list of Practice files by filtering for CATEGORY = Data Archive and TYPE = CCDA. The filter function is available to the right of the search box on Practice Files 2.0 page.
3. Click the download link. The .zip file contains:
   • One .xml file per patient ID for ambulatory patients.
   • Two .xml files per patient ID for hospital patients. One .xml file contains ambulatory information, and the other file contains hospital information.
4. Unzip the file to extract each .xml file in it.
5. Open the .xml file for a patient in a browser window to view the exported CCDA file for that patient.
   For more information about the format of the .xml file, see Format of the downloaded CCDA file.

 

See the athenaOne Technical Requirements article in the Success Community for current requirements.

 

You can see the connectivity status of athena.io and the athenahealth data centers on the Test Datacenter Connectivity page.

 

 

When you complete a data export using the Manage Data Exports page, you can retrieve the generated .zip files on the Practice Files page.

• The file name begins with "CCDAs_".
• The file category (in the Category column on the Practice Files page) is CCDA Archive.

The .zip file contains:

• One .xml file per patient ID for ambulatory patients
• Two .xml files per patient ID for hospital patients (one .xml file contains ambulatory information, the other file contains hospital information)

When you unzip the .zip file, you will be able to see a .xml file, which is a CCDA file for a given patient

 

For example, here is the .xml file name for an ambulatory patient named Sandra Smith:

Smith-Sandra-T_05241980_21_987654_AMB.xml

 

The human-readable view of the .xml file that includes exported CCDA information looks like this:

 

 

CMS defines CCDA document templates for use in transmitting patient health information. When you export a patient's health information using the Manage Data Exports page, the CCDA data portability template is used to capture the patient information. (For more information, see CCDA templates used in athenaOne on the Summary of Care Record/Continuity of Care Document page.)

 

The CCDA data portability template includes the following sections:

• Allergies
• Assessment
• Care Team Members
• Devices (Medical Equipment)
• Encounters
• Family History
• Functional Status
• Goals
• Health Concerns
• Hospital Instructions
• Immunizations
• Medical History
• Medications
• Mental Status
• Patient Demographics
• Payers (Ambulatory Only)
• Plan of Treatment
• Problems
• Procedures
• Reason for Referral
• Results
• Social History
• Vitals