How to Generate an EHI Export in EHR 24/7

If you need to export Electronic Health Information (EHI) in compliance with the ONC Cures Act, follow the steps below. Office Ally allows EHI exports for a single patient on demand or for a full patient population.

Before We Begin

Before starting an EHI export, make sure you are logged into EHR 24/7 with an account that has administrative rights. EHI (Electronic Health Information) refers to electronic protected health information, which patients are entitled to request under the HIPAA Privacy Rule.

Steps to Generate a Single-Patient EHI Export

1. Navigate to EHI Export

• Log into EHR 24/7.

• Click on the Document Center tab.

• Hover over Batches in the main menu.

• Select EHI Export from the drop-down menu.

2. Review Export Status

• In the EHI Export window:

• The In Progress tab displays exports currently processing.

• The Completed tab lists finished export requests.

3. Queue a New Export

• Click the Queue Export icon in the upper-right corner.

• In the Queue EHI Export pop-up:

• Enter the Patient ID.

• Click Find Patient.

• Confirm that the patient’s name appears.

• Click Queue Export to start the process.

• If the Patient ID is incorrect, a Patient Not Found error will display.

4. Monitor Export Completion

• The request will appear under the In Progress tab.

• Processing time varies and may take overnight.

• Once complete, the export will automatically move to the Completed tab.

5. Download the Export

• From the Completed tab, click Download.

• The file will appear in your browser’s download section.

Full Patient Population EHI Export (Administrator Request Required)

If you need to export EHI for the entire patient population, follow these steps:

1. Access the EHI Export Queue

• Navigate to Document Center > Batches > EHI Export.

• Click the Queue Export icon.

2. Submit a Support Request

• At the bottom of the Queue EHI Export window, review the instructions to email support@officeally.com.

• The request email must be sent from an email address associated with an administrator account in EHR 24/7.

3. Processing and Delivery

• After Office Ally receives the request, processing may take two weeks or longer, depending on data volume.

• Once complete:

• The export will be placed on Office Ally’s SFTP server.

• Instructions and login credentials will be emailed to the requestor.

• You can then download and save the export to your device.

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