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Kareo Help Center

Export Patient Clinical Data

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 Export Patient Data

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Data Management on the left menu. Additional setting options expands.
  3. Click Export Patient Data. The Export Patient  Summaries page opens displaying any one-time exports from the last 30-60 days, and all recurring exports.

Platform_Settings_Data_Export_Data.png

Run a One-time Export

The One-time tab opens by default and includes customization options. 

  1. Click Run Export. The Run Export 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 specific ones from the drop-down list.
  4. Export Date: Select a time to run the export. 
  5. Click Run Export. The requested export appears under the Patient Summaries list.
Platform_Data_Export_OneTime.png

Run a Recurring Export

Click the Recurring tab to schedule a recurring export.

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

Note: Recurring exports can be deleted by clicking the trash icon.

Platform_Data_Export_Recurring.png

Download Export

  1. 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.
  2. Click the download icon.
Platform_Data_Export_Download.png
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