Export your LocalVisits Forms

A step by step guide on how to use the export and print feature along with best practices and guidelines for HIPAA businesses.

Paulo avatar
Written by Paulo
Updated over a week ago

More about the Export Functionality

  • Export multiple check-in forms at once in your desired date range to export into a CSV file.

  • Print individual check-in forms right from your dashboard to add to a patient or customers records, It can even be saved as a PDF for later use.

  1. Export multiple check-in forms at once by selecting a date range to export into a CSV file.

Ready to get started?

  1. Login to your OneLocal Dashboard here.

  2. Select LocalVisits β†’

  • In the LocalVisits check-in "Visitor Information" modal there should be a print icon When this icon is clicked it should It should also prompt the user to print this information out from the browser that they're using: This tab should have a printer friendly version of the visitor check-in information (as per the designs) It should also prompt the user to print this information out from the browser that they're using The icon should be displayed regardless of the status of the visitor: invited, checked-in, notified, in-progress or completed

Is your business HIPAA regulated?

Here are a few reminders and best practices to note with patient data, privacy and security.

  • Ensure that every employee that requires access to your dashboard has separate logins. Shared logins should be avoided when accessing the dashboard.

  • Avoid entering sensitive medical data (Health plan beneficiary number, social security number, medical record number, etc) that is not required or relevant to the initial check-in process and to be hosted on the OneLocal dashboard.

  • Leveraging auto log off and screensavers on all devices with access to the OneLocal dashboard.

  • Limiting access to the OneLocal dashboard to be only from work or office identified devices is recommended to reduce others gaining access to any PHI.

  • Businesses should avoid downloading and storing PHI directly on any computers as networks and cloud storage may be more secure.

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