Data Export

(Topic Last Updated On: 02/22/2018)

File > Data Export

Accessible from the File menu, the Data Export screen is used to export pre-configured and customizable data source types. Users can create data specific export files using the Data Export Setup screen found in the Administration menu. Exports can be saved to the Document Manager or locally to the users computer. The CCD (Continuity of Care Document) and Dosing History Detail exports are system default exports.

Field Descriptions

Source

This dropdown menu displays available data exports that have been configured in the Data Export Setup screen found under the Administration menu.

Criteria

Criteria options differ depending on the export source type selected from the source menu. Most common options will be patient ID and date selection fields.

Properties

Some data export source types allow the user to filter what data is displayed at the time they are running the export. Depending on the selection made in the Column menu, there will be corresponding Condition options. Also depending on what Column and Condition options are selected, the user can then choose what Value they want to filter the export by. The properties selected apply only to the data that is being exported at that time. These selections will override the default parameters configured for the export source in the Data Export Setup screen. The property selections made will reset once the Data Export screen is closed.

Grid Columns

Column

Displays the selection made from the properties Column dropdown menu when available. This menu lists available columns in the selected data export. Choose the column you want to filter data from. For example, if you want to filter the data to export only patients with the last name of 'Smith'. You would choose the column option 'Last Name'.

Condition

Depending on the selection made in the Column list, the condition dropdown menu will display specific filterable options for that column type. For example, if you chose the 'Last Name' column option, the condition list will display options like Contains, Does Not Contain, Ends With, Equals, etc. To filter the data to export only patients with the last name 'Smith', you would choose the option Contains.

Value

The options in this field are dependant on what selections are made in the Column and Condition dropdown lists. Some available options are textbox, date selection, and checkbox selections. Continuing the example of filtering the data export to show only patients with the last name 'Smith'. The user would enter the name 'Smith' in the textbox Value field.

Command Buttons

Add

This button becomes available when the selected data export source has the option for filterable properties. Pressing this button allows the selection of available columns, conditions, and values that will filter the output of the data export.

Edit

This button allows the user to edit the selected properties that have been applied to the data export instance. Pressing this button allows the user to change the selections made in the column, condition, and value properties.

Delete

Clicking this button will delete the selected properties that have been applied to the data export.

Save

After making selections to the exports properties, click this button to save the selections and apply them to the export.

Cancel

When editing property selections, clicking this button will cancel the selections being made without saving the changes.

Export

After choosing a data export source and making any criteria specifications. Click the export button to start the data export process. This will bring up the Export Data dialog box. Specify where the export will be saved by choosing either Document Manager or Download. The download option will save the export to the local computer.

Procedures

How to Export a Data Source
1.) Select the desired data export from the Source dropdown menu. 2.) (Optional) If the source selected has criteria options, make the specific selections. 3.) (Optional) If the source selected allows for filterable properties, click the Add button to apply filters to the data being exported. 4.) After the data criteria has been selected or the filter properties have been added and saved. Click the Export button. The Export Data dialog box will pop-up. 5.) Choose to save the export to the Document Manager, found under the Other Activities menu. Or to download the export to you computer. a.) To save the export to Document Manager. i.) Choose Document Manager from the destination dropdown menu. ii.) Enter the file name, description, and choose a document subtype. *Document subtypes can be created in the Document Setup screen found under the Administration menu. iii.) Click the Export button. The Export Created dialog box will pop-up confirming the export has been saved to Document Manager. b.) To download the export to your local computer. i.) Choose the Download option from the destination dropdown menu. ii.) Enter a file name. iii.) Click on the ellipses button to browse the local file system. Browse to the folder where you want to save the export. Click Save. iv.) From the Export Data box, click the Save button. The Download Successful dialog box will pop-up confirming the export has been downloaded.

How to Add/Edit/Delete Filter Properties to a Data Export
1.) Select the desired data export from the Source dropdown menu. 2.) Press the Add button. 3.) Select a Column from the dropdown menu. 4.) Select the Condition option from the dropdown menu. 5.) Enter the specific text to be filtered in the export, or choose from the available options in the Value field. 6.) Click the Save button. 7.) To edit these properties. a.) Select the property from the grid. b.) Click Edit. c.) Make desired changes then click the Save button. 8.) To delete properties. a.) Select the property form the grid. b.) Click the Delete button to permanently delete the filter property being applied to the data export.

Considerations

Exporting to Document Manager

There must be a document subtype created for each data export source prior to saving it to the document manager. Document subtypes can be created in the Document Setup screen found under the Administration menu.

Data Export Source Criteria vs Properties

Some data export sources will have system coded criteria that is specific to that data export. These criteria options cannot be edited. Other export sources will have the option to select filterable properties. The properties selected for these exports apply only to that export instance. Once a different data export source is selected from the dropdown, or the data export screen is closed, the chosen properties will reset. Default Parameters for data export sources can be configured on the Data Export Setup screen.