Kareo has the ability to export patient clinical data in bulk. Patient clinical data is exported in the form of Summary of Care files with a XML file extension, and includes the patient information required for Meaningful Use.
Navigate to Data Management / Export Data
- Hover over the User icon in the top right of your screen and click Practice Settings to open the Practice Settings page.
- On the Practice Settings page click on Data Management .
- Then click Export Data on the left menu. The Export Patient Summaries window opens displaying any one-time exports from the last 30-60 days, and all recurring exports.
- Click Run Export. The Run Export window opens.
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Run a One-time Export
The One-time tab opens by default and includes customization options.
- Date range: Select a date range to include patients based on when they were seen by the provider.
- Provider: Run the export for all providers or select specific ones from the drop-down list.
- Export Date: Select a time to run the export.
- Click Run Export. The requested export appears under the Patient Summaries list on the Export Data page.
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Run a Recurring Export
Click the Recurring tab to schedule a recurring export.
- Select the export frequency; Monthly or Weekly.
- Monthly exports will run on the first day of every month.
- Weekly exports will run every Monday.
- Provider: Run the export for all providers or select specific ones from the drop-down list.
- Click Run Export. The requested export appears under the Manage Recurring Exports list on the Export Data page.
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Download Export
- Once ready, the Pending label will change to Ready. You will be notified with an in-app message once the export is ready for download.
- Click the download icon.
Note: Recurring exports can be deleted by clicking the trash icon.
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