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Kareo Help Center

Export Patient Clinical Data

Updated: 04/06/2021
Views: 11542

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.

Access Export Patient Data

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Data Management. Additional setting options expands.
  3. Click Export Patient Data. The Export Patient Summaries page opens displaying one-time exports and recurring exports from the last 60 days.

Platform_Settings_Data_Export_Data.png

Run One-time Export

  1. Click Run Export. The Run Export pop-window opens.
  2. Date range: Select a date range to include patients based on when they were seen by the provider. 
  3. Provider: Run the export for all providers or select a specific provider from the drop-down list.
  4. Export Date: Select a time to run the export. 
  5. Click Run Export. The requested export displays under the Patient Summaries list with the status of Pending.
Platform_Data_Export_OneTime.png

Run Recurring Export

  1. Click Run Export. The Run Export window opens.
  2. Click Recurring. The recurring options displays.
  3. Select the export frequency: Monthly or Weekly.
    • Monthly exports runs on the first day of every month.
    • Weekly exports runs every Monday.
  4. Provider: Run the export for all providers or select a specific provider from the drop-down list.
  5. Click Run Export. The requested export displays under the Manage Recurring Exports list.

Note: To delete a recurring export, click the trash icon next to export under Manage Recurring Exports.

Platform_Data_Export_Recurring.png

Download Export

Once the export is ready, the status changes to Ready and the user who initiated the export receives a notification via the Message Center.

  • Click the download icon to save the zip file.
Platform_Data_Export_Download.png
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