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    Single Patient Export
    • 02 Oct 2024
    • 2 Minutes to read
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    Single Patient Export

    • Updated on 02 Oct 2024
    • 2 Minutes to read
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    Article summary

    In accordance with HIPAA, patients can request an export of their personal health information. Dr. Know supports this requirement as described in this document.

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

    1. Patient requests information export directly from office staff
    2. Patient requests information export using the Dr. Know Go patient portal

    Each process is described below.

    Health Information Categories

    At the time of request, the patient must choose 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 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 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-Factory 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.

    What's Next