Extract Patient Records

Extract a copy of a patient record when you need to hand the patient over to another clinician, for example, during medical evacuation; to print documents for medicolegal matters; or if a patient leaves your practice and needs a copy of their patient record.

Before you begin

Permissions:
  • Patient Management
  • View Patient
  • Update Patient

About this task

Extract information about the current patient and export clinical documents related to them.

Procedure

To extract a patient's record:
  1. Select User iconuser > Settings iconSettings > Patient Management.
  2. In the Patient Management window, select Patient Extract tab.
  3. Customise the information you want to extract from the patient's record:
    Patient Extract Utility
    1. In the Format field, select the required formats in which you want to extract the patient record, such as PDF or XML. The default format is Pdf.
    2. In the date range calendar, select the required date range in the From and To fields.
    3. To include a complete patient's details and clinical information in the extract record, such as Patient Demographics, Health Summary and Patient Timeline, set Select all.
      • If required, to include only specific information in the extract record, from the Health Summary and Patient Timeline list, click Expand iconExpand and set the required sections such as patient's medication details, social history, immunisation details, pathology results and so on.
      • To deselect all sections, set Select none.
  4. In the Search field, enter and search by a patient's given name, date of birth, patient ID or Medicare No.
    The selected patient's details are displayed in the table.
  5. To extract a patient's record, click Extract for the corresponding patient.

Results

The extracted record is automatically downloaded and saved to your local system in the format you selected. The file name is saved as patient's name followed by their ID. For example, Anderson_David_684.pdf

If you set Select all and extracted the data, the extracted file contains the patient's demographics, family conditions, medications history, social history, consultant details and its associated notes, pathology results, care plans, prescriptions, referral letters (if any) and so on.