What is an EHI export?
An EHI (Electronic Health Information) export lets you download data from your Updox account. There are two types:
Additionally, EHI Export can be a valuable tool for backing up data or migrating information when transitioning between EHR systems.
Export type | What it includes |
Individual (Patient) | The data for one patient |
Practice | All patient and document data in your account |
Who can create an EHI export?
EHI exports are created in Admin, so you need Admin access.
How do I start an export request?
In the left-hand menu, click Inbox.
Click Admin in the top right, then click EHI Export.
On the EHI Export dashboard, click New Export Request.
How do I export one patient's data?
Start a New Export Request.
Enter a name for the export.
Optionally, add a description.
Choose a date range.
Under Export Type, choose Patient.
Select the patient.
Choose the data to include.
Enter a due date.
Click Submit.
The request processes and shows on the EHI Export dashboard.
Note: The due date is only for your practice's tracking, for example to note when you promised the data to a patient. It doesn't change when the export is processed.
How do I export all of my practice's data?
Start a New Export Request.
Enter a name for the export.
Optionally, add a description.
Choose a date range.
Under Export Type, choose Practice.
Choose the data to include.
Click Submit.
Review the information in the confirmation window, check the boxes, and click Confirm.
The request processes. Check its status and download it from the EHI Export dashboard.
Note: Practice exports can take a long time to process, depending on how much data is in your account.
How do I check the status of an export?
Go to Inbox > Admin > EHI Export. The dashboard lists your export requests. Click any row to see its details and audit log. The Activity column shows the timeline and each status change.
Status | What it means |
In Process | The request is processing and isn't ready to download yet. |
Ready | The export is done and ready to download. |
Error | The request failed. Submit it again. |
Archived | The export finished more than 30 days ago and can't be downloaded anymore. |
How do I download an export?
Find the export with a Ready status.
Click the row to open the request details.
In the Actions column, click each file link to download it. An export may have more than one file.
Unzip each file on your computer to see the contents.
The Actions column also shows the date the export will be archived. Download before that date.
How do I find a specific export?
Search: Type in the search field. You can search for anything shown on the dashboard.
Sort: Click a column header to sort by that column.
How long can I download an export?
Completed exports can be downloaded for 30 days from the date they finish processing.
After 30 days:
The request moves to the Archived tab.
You can still see the request's details.
The download files are permanently deleted and can't be recovered.
Important: Download your export within 30 days of it finishing.