Single Patient: When a user assigned with CuresEHIExport User Role logs into PrognoCIS and navigates to the Data Export link, the Single Patient radio button is selected by default for such user. This radio button ensures data is exported for a single Patient. Click on the
Search icon to invoke Patients Search List with Active Patients in PrognoCIS.
On selecting a Patient from this popup, the name of the Patient is shown in the grayed-out text field.
Certain options are disabled on the popup when this radio button is selected.
A message is displayed beside the Search icon of this field which reads:
(For All/Multiple Patients Data Export, please contact Bizmatics Support Team).
All Patients: When a user without CuresEHIExport User Role assigned to them (Admin) logs into PrognoCIS and navigates to the Data Export link, the All Patients radio button is selected by default for such user. All options are enabled for this user. This radio button ensures that data is exported for all Patients.
Selected Patients: Select this radio button and click on the
Search icon to invoke Patients Search List.
All Active as well as Inactive Patients are seen in this Search List.
Select the Patient for which data is to be exported.
Patients of Primary Provider: Select this radio button and select a Primary Provider from this dropdown to export data for Patients having the selected Primary Provider.
Patients of Attending Provider: Select this radio button and select an Attending Provider from this dropdown to export data for Patients having the selected Attending Provider.
Encounters of Attending Provider: Select this radio button and select an Attending Provider from this dropdown to export data for Patients having Encounters for the selected Attending Provider.
Patient Last name From-Upto: Enter the From and Upto keywords for Patient Last Name. Data for Patients specified in the entered range will be exported.
Data Export for Patient from SQL file: Select this radio button to export data for Patients from SQL file.
Send Email To: Enter the Email address to which the data export emails must be sent.
Include Deleted Encounters (Use with caution): Select this checkbox to ensure data from deleted Encounters is also considered for export.
Reason for Data Export: Enter the reason for Data Export in this field. This is an alphanumeric field which also supports special characters. The character limit of this field is 50 characters.
Encounter Date Range From: Specify the Encounter date from which the Patient data must be considered for export. Date can either be entered manually in the field or be selected from the Calendar.
Upto: Specify the Encounter date upto which the Patient data must be considered for export. Date can either be entered manually in the field or be selected from the Calendar.
Check All: Select this checkbox to autoselect all the options listed below which must be considered for data export.
Insurance Master: Select this checkbox to export only Active Insurances or those used in Patient Insurance.
Medics: Select this checkbox to export Active Medics of Type Providers (DR), Medical Assistant (MA), Clinical Staff(RN), Office Staff (ST) and Billing Staff (BL).
Referring Provider: Select this checkbox to export Active Referring Providers and Inactive Providers used in Patient Registration or Encounters. Medics of type RD are considered whereas ZE and ZR types are not considered. A Provider with type RD can also be assigned as Referring Doc, however these DR type of providers are not exported.
Adjusters: Select this checkbox to export Active Insurance Adjusters, Active Medics of Type Providers (DR), Medical Assistant (MA), Clinical Staff(RN), Office Staff (ST) and Billing Staff (BL).
Attorneys: Select this checkbox to export the attorney’s information.
Employers: Select this checkbox to export the employer’s information.
Guarantor: Select this checkbox to export the guarantor’s information.
Patient Demographics: Select this checkbox to export Patient's basic demographic information
Patient Insurance: Select this checkbox to export Patient’s Insurance information like Patient Name, Insurance name, Plan ID, Group Number etc. There is no subfolder for this.
Vaccination: Select this checkbox to export the vaccine records that are administered using the options 'Vaccination on this visit' and 'Vaccination not associated with this visit'. The Scheduled vaccines are exported. The vaccines which are 'Not Tracked’, 'Refused by Patient', and 'Refused by Clinic' are not exported. Once the vaccine is inactivated, it is not available for further selection. However, if this vaccine was administered then it does get exported.
Health Maintenance: Select this checkbox to export Health maintenance details for the tests which are in Due or Tentative states. The history is not exported. Type of tests for which data exported are: Lab / Rad / Consult / Procedure.
Family History: Select this checkbox to export all the latest family history data for Patients.
Past Medical Hist: Select this checkbox to export Past medical history data as per the latest encounter status for the Patients. Ailments are also exported.
Surgery: Select this checkbox to export the surgical history records of the Patient. This data is exported as per the face sheet data for the Patient.
Allergy: Select this checkbox to export the allergy data of the Patient. This data is exported as per the face sheet data for the patient.
Current Medication: Select this checkbox to export current medication data as per the latest encounter status for the Patients.
Social History: Select this checkbox to export social history records of the Patient. Social history data is exported as per the latest encounter status for the Patients.
Legal Documents: Select this checkbox to export Patient records which have one or more Legal Documents attached to their account in PrognoCIS. It typically lists Patient’s basic information and the Legal record related information as input in PrognoCIS. If documents are HTML, then they are converted to PDF, else copied as is.
Other Documents: Select this checkbox to export Patient records which have one or more Other Documents attached to their record in PrognoCIS. It typically lists Patient’s basic information and the Other Document related information as input in PrognoCIS.
Enc Attach Docs: Select this checkbox to export Patient’s basic information and the Other Document related information as input in PrognoCIS.
Old Progress Notes: Select this checkbox to export all the documents (DocType: OPA) attached to the Patient Account. If documents are HTML, then they are converted to PDF, else copied as is.
Messages: Select this checkbox to export all the Patient messages that are added to patient record from Messages Compose screen.
Future Appointments: Select this checkbox to export all Patient Appointments of future dates with Visit Status Scheduled and Tentative.
Vitals: Select thus checkbox to export vitals recorded as per latest encounter.
Diagnosis Codes: Select this checkbox to export diagnosis codes as per the assessment in Patient’s encounter.
CPT Codes: Select this checkbox to export CPT codes as per the assessment in Patient’s encounter.
Hcpc Codes: Select this checkbox to export HCPC codes as per the assessment in Patient’s encounter.
CCD: Select this checkbox to export CCD details.
Prescriptions: Select this checkbox to export the Rx details of the Patient. All the drugs ever prescribed for the patient in Prognocis are exported.
Lab Results: Select this checkbox to export all received Lab Results.
Rad Results: Select this checkbox to export all received Radiology Results.
Procedure Orders: Select this checkbox to export Orders with all status Entered / Approved / Ordered with an Outputfile consisting of the data as per Order Template. Orders with all status R.C (Result Received / Complete) are exported with an Outputfile consisting of the data as per Result Template and All Attachments.
Consults: Select this checkbox to export Orders with all status Entered / Approved / Ordered with an Outputfile consisting of the data as per Order Template. Orders with all status R.C (Result Received / Complete) are exported with an Outputfile consisting of the data as per Result Template and All Attachments.
Enc Progress Notes: Select this checkbox to export Patient visit records. It typically lists patient’s basic information and the Visit/Encounter record related information available in PrognoCIS. The progress notes (My Notes) along with the attached progress notes are exported only for encounters that are closed. If there are multiple My Notes created then only the default My note gets exported.
Procedure Notes: Select this checkbox to export Patient records which have Procedures attached to their account in PrognoCIS. Procedure notes documents for the non-zero duration encounters are exported.
Letters: Select this checkbox to export Patient records which have one or more Letter-in and Letter-out records attached to their record. All the letters which are sent out with status ‘sent’ or incoming letters attached to the Patient’s record are exported. Any attachments with the outgoing letter are not exported.
All Vitals: Select this checkbox to export Vitals from all previous encounters for the Patient.
Lab Test Result Values: Select this checkbox to export all Lab Orders for the Patients are considered. Lab Results with Status as Results Received / Complete are considered. Results for Deleted encounters are also considered. Test without Results are ignored.
Patient Cases: Select this checkbox to export the list of Patients and their Cases.
Patient Notes: Select this checkbox to export all Patient Notes saved for a Patient.
Patient Alert: Select this checkbox to export all Patients Alerts except the Alerts that are deleted.
Past Appointments: Select this checkbox to export all Patient Appointments of current and previous dates with Visit Status Scheduled, Tentative, Arrived, With Nurse, With MA, For MA, With Doc, Complete, Ready for Nurse, Ready for Doc, Ready for Checkout, Ready for Review.
Custom Documents: Select this checkbox to export all custom documents of document types defined in the property, custom.doclist.type.names.
RFA Response: Select this checkbox to export all RFA Response documents from the PreAuth Tracking screen.
RFA Data: Select this checkbox to export RFA Data.
Address Book: Select this checkbox to export details present on the Address Book Master screen.
UDF: Select this checkbox to export details present on the UDF popup for screens selected in the property, udf.supported.types.
Billing Ledger: Select this checkbox to export the Ledger for Run Date.
Billing Claims: Select this checkbox to export all Billed Claims for the Patient.
Billing Charges: Select this checkbox to export all Billed Claims and their Charges for the Patient.
Patient Advance: Select this checkbox to export all Outstanding Patient Advance Entries.
Statements: Select this checkbox to export the Statement for Run Date.
Data Export Password: Enter a valid password in this field to export data.
Action Buttons:
CONFIGURE button: Click on the CONFIGURE button to invoke Configure Export Fields popup to configure fields for data export.
CANCEL button: Click on the CANCEL button to close the Export Patient Data popup.
EXPORT button: Click on the EXPORT button. A message, The Patient Data Export will be generated in the Background. You will be notified on mail when the report is generated. is shown in a popup. Click on the OK button on the message popup to proceed.