What is EHI Export?
EHI Export lets your practice export its data from Updox on its own, without contacting support. You can export data for your whole practice or for a single patient.
It’s provided in line with the 21st Century Cures Act, which gives patients and practices the right to access their electronic health information (EHI).
Who can use EHI Export?
Only users with Admin access in Updox.
Note: If you don’t see Admin in the top right of your Inbox, ask an admin at your practice to submit the export for you.
Where do I find EHI Export?
In the Inbox, select Admin in the top right corner.
Scroll down and select EHI Export.
The EHI Export Dashboard opens.
What’s on the EHI Export Dashboard?
Item | What it does |
New Export Request (top right) | Starts a new export |
Active tab | Shows your current export requests |
Archived tab | Shows export requests that have been archived |
Filter results | Searches your export requests |
If you haven’t requested an export yet, the Dashboard says There are no active export requests.
How do I create a new export request?
On the EHI Export Dashboard, select New Export Request.
Enter an Export Name and, if you like, a Description.
Choose a Date Range.
Choose an Export Type: Patient or Practice. The options below change depending on which one you pick.
Under Included in Export, check the data you want. Everything is checked by default.
Select Submit.
What fields are on the form?
Field | Required? | What to enter |
Export Name | Yes | A name to help you find this export later |
Description | No | A short note about what the export is for |
Date Range | Yes | The range of dates to export |
Export Type | Yes | Patient for one patient, or Practice for your whole practice |
Included in Export | Yes | The types of data to include. At least one must be checked. |
Tip: Give each export a clear name, such as “Practice export – Q3,” so it’s easy to find on the Dashboard.
What can I include in a Patient export?
When you select Patient:
Search for and select the patient in the Patient field (required).
Under Included in Export, choose the data to include:
Data | What it includes |
Continuity of Care Documents (CCDs) | Patient summary information |
Patient Portal Messages | Messages sent to or from the Patient Portal |
Secure SMS Messages | Messages sent or received through Secure SMS |
Video Chat Summary Documents | Summaries of the patient’s past Video Chats |
Optional: Enter a Due Date for the export
What can I include in a Practice export?
When you select Practice, choose the data to include under Included in Export:
Data | What it includes |
Continuity of Care Documents (CCDs) | Patient summary information |
Folder Items | Items from the folder locations you choose |
If you include Folder Items, choose which locations to include:
Inbox
Archive
Sent
Trash
How do I download my export?
When Updox finishes processing your request, download your files from the EHI Export Dashboard.
Your files come in ZIP files. Each ZIP file contains folders with the individual files from your request.
Tip: Unzip the ZIP file before opening the files. On most computers, you can right-click it and select Extract All.