Patient Population Export
  • 27 Oct 2024
  • 4 Minutes to read
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Patient Population Export

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Article summary

In accordance with HIPAA, Dr. Know subscribing customers can request an export of their population Electronic Health Information (EHI). Dr. Know supports this requirement as described in this document.

The population export process is initiated by a patient in one of two ways:

  1. Patient requests an information export directly from their provider's office staff
  2. Patient requests an information export using the Dr. Know Go patient portal, which will send a message to their provider's office staff

Each process is described below along with details about the exported and downloadable ZIP archive and its contents and file formats.

Health Information Categories

At the time of request, the patient must request one or more of the following supported health information categories that they wish to receive a copy of.

CategoryDescription
AllIncludes all health information categories.
ProfileIncludes patient demographics, PHI, care team, pharmacy contact, emergency contact, and insurance information.
HistoryIncludes patient symptoms, diseases, procedures, social, and family history.
RecordsIncludes patient record descriptions (title, date of service, and summary). Also includes record documents stored in the system (e.g. PDF files).
VitalsIncludes patient vital signs and the date when they were collected.
LabsIncludes patient lab results and the date they were collected.
MedicationsIncludes patient medications.
AllergiesIncludes patient allergies.
AppointmentsIncludes past and upcoming patient appointments.
MessagesIncludes staff messaging communications with the patient.

Patient Request via Office Staff

Patients can request their health information be exported by calling their provider's office and speaking directly with a staff member.

Staff members, with the assigned appropriate permission, must follow the process described in the 'Single-Patient Export' section below to complete this process.

Patient Request via Patient Portal

Patients can request their health information be exported via the Dr. Know Go patient portal.

In order to use this feature, the patient must already have access to their patient portal, which is requested via their provider's office staff. Upon request, a staff member (with appropriate permission) must gather the patient's email address and mobile #, which are required to activate and access the patient's portal.

Email & Mobile # Requirements

Email addresses are used to send instructions to patients regarding how to access their health portal. Mobile #s are used to support Multi-Factor Authentication (MFA) when logging into the patient portal. An access code is sent to their mobile device to complete their login. This feature is a common industry practice and helps ensure the safety of patient health information.

Once logged in to the portal, the patient should click the 'Ask nursing question' option from the main menu. Here they will type their request for exported information and click 'Send.' This request will be immediately sent to their provider's staff, who will prepare their export.

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Single-Patient Export

When a provider's staff member, with appropriate permission, has received a request for a single-patient health information export, they must open the Dr. Know Admin product and navigate to the 'Organization - Patients' tool and search for the appropriate patient.

Next, the user must click the Export button, choose each category of information that should be included in the export (or All for all categories), and then click the Export button. A message will be displayed to the user confirming that the export has been initiated.

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The export can take many minutes to complete, depending on the amount of information being exported. The user does not need to wait for the process to complete. They are free to close the application.

Once the export process has completed, a Team communications message will be created in the patient's chart, providing a record of this transaction. This message will also include instructions for downloading the exported patient ZIP archive file. A separate email will be sent to the patient with these same download instructions as well as the 4-digit PIN required to unlock it.

After 72 hours, the data extraction archive will be deleted from the system and will no longer be accessible for download. If the same patient data is needed in the future, another export must be initiated.

ZIP Archive Contents

When complete, the export process will have created a single ZIP archive file available for download by either the patient or a staff member directly. Once extracted (using the 4-digit PIN sent to the patient's email), the contents of this archive will include the following:

ItemDescription
readme.txtA human-friendly text file describing the contents of the ZIP archive.
catalog.pdfA human-friendly PDF file containing all the data included in the extract.
catalog.xmlA machine-friendly XML file containing all the data included in the extract.
catalog.jsonA machine-friendly JSON file containing all the data included in the extract.
recordsIf the 'Records' catagory was included, this folder will contain any exported patient records (i.e. report PDF files, etc). Note: This folder may be missing or empty if no records were discovered during the export process.

Below are example archive files:

Data Format Documentation

For those interested in the machine-friendly files, the catalog.xml file contains self-documented comments describing each Xml section and its properties. The catalog.json file does not repeat this information, so please refer to the Xml file for these details.


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