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How to Upload My Entire Medical Record to Huddle

Learn how to download your health record from your patient portal using the Blue Button and directly upload to Huddle with this new feature!

M
Written by Meghan
Updated over a year ago

Why is uploading my entire record helpful and how do I do it?

Uploading a full health record allows you to conveniently consolidate and access your health information within Huddle and share all your records with whomever you choose. It allows for the seamless transfer of your health records between different systems and healthcare providers.

Why should I import my Health Record into Huddle?

If you want any of your records from different providers and different patient portals in one convenient place, Huddle is the perfect solution. By importing the full file we can take all the data and automatically categorize it into your existing Health Summary. For example, if you health record has a vaccination record it will now show in the Vaccinations sections of your Health Summary after the import is complete.

If there isn’t a direct integration with your patient portal to import records this is a great way to get all of your data into Huddle in an easy, convenient way.

What is the significance of the "blue button" and how can I download my records from my patient portal?

The export feature in your patient portal is often referred to as the "Blue Button" due to its recognizable appearance. While the exact steps may vary depending on your specific patient portal, our research suggests that the process generally follows similar steps. We have outlined the most commonly used patient portal instructions below.

Please keep in mind that your patient portal or healthcare provider can likely provide direct assistance in this matter. Another option is to contact your provider and request that they send your electronic records in the form of a CCDA.

How do I import into Huddle?

Once you export your record from the patient portal you can either import on your Huddle Mobile app or Web (app.huddle-health.com)

On your computer using Huddle Web:

  • From the home screen tap on the green + sign

  • Select the health record file downloaded from your portal or drag and drop the file to upload

    • Import and you will see your data available in the appropriate health summary view. For example, medication data is visible in the Medications Health Summary. You can also see a record of this in your timeline.

On your mobile phone using the Huddle App:

  • From the home screen tap on the green + sign

  • Select 'Start with a file or image'

  • Select Upload Health Record

  • Select the health record file downloaded from your portal

    • Confirm you would like to import your record to your profile

  • Import and you will see your data available in the appropriate health summary view. For example, medication data is visible in the Medications Health Summary. You can also see a record of this in your timeline.

How long will it take to import?

It can be seconds (most common) to a few minutes depending on the size of your document. You will see a loader to show the progress.


We have summarized some key steps for the most popular patient portals for accessing the Blue Button and downloading your records:

Epic MyChart Central:

You will know it's an Epic patient portal if you possibly see this logo:

  • Go to MyChart Central and login

  • Click Download under “Visit Summary.” Once the file downloads, you will be prompted to choose the directory or folder you wish to save to on your computer. Select your desired location and click Save.

Epic’s Support Resource: https://www.mychartcentral.com/FAQ.aspx

NextGen Patient Portal:

You will know it's a NextGen patient portal if you see possibly this banner:

  • Go your Patient Portal and login

  • Tap on the My Chart tab, select Download and Send my Chart

Veradigm FollowMyHealth:

You will know it's a FollowMyHealth portal if you possibly see this logo:

  • Go yourFollowMyHealth and login

  • Click the My Health tab.

  • Click the Summary tab.

  • Click Send > Export.

    • Export Clinical Document is displayed.

    • Select Download to this computer and click Continue.

  • Download Clinical Document is displayed.

    • You can select a document from the right pane or narrow the results by filtering your documents under Filter by Date.

  • Search for the document to export by filtering by date.

    • Select Specific Date to search for a document on a specific date. Click the blank box to

    • open the calendar tool, select the date from the calendar tool, and then click Apply.

    • Select Date Range to search for a document from a range of dates. Click the blank box to open the calendar tool, select a date range, and then click Apply.

  • The documents that match the filter results are listed in the right pane.

Click Select All to select all documents that are listed in the right pane or select a single document to export.

  • The files are packaged in a .zip file.

  • Click Download and select Download as a CCD (XML) file.

Athena Health

You will know it's a AthenaHealth portal if you possibly see this logo/login page:

  • Log in to your Patient Portal.

  • On the left side of the screen, select My Health.

  • Near the top of the page, select the Health Records tab.

  • Select a window of time and whether you want to download, email, or exchange your records with another provider directly.

Cerner HealthELife

You will know it's a Cerner portal if you possibly see this logo/login page:

  • Log in to your HealthElife Dashboard

  • Click the down-arrow next to Health Record.

  • From the list that appears, choose the results you want to view.

  • Choose the results you want to download or print.

  • Click the Download button next to the report you want to download or print.

  • The results will download to the device you are using to access HealthElife.

IntelliChart Patient Portal

You will know it's a IntelliChart portal if you possibly see this logo/login page:

  • Login to your IntelliChart portal

  • Visit the left hand menu select My Chart and see a list of options

  • Select Health Summary for your entire record (can be narrowed further by date or items)

  • Next to your chart Summary you will see “Download my Chart” to download and create your CCDA

Questions? Reach out. If you encounter any difficulties or require further guidance, you can always reach out to Huddle Support. We are more than willing to assist you in figuring out the process or help you connect with your Patient Portal Support to ensure a smooth download of your records.

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