Export Patient Records and Reports for External Review or Audit Purposes

Introduction

This guide provides step-by-step instructions for Healthcare Synergy users to securely export patient records and reports from the Synergy EMR platform. Exporting this data enables external review, audits, or compliance verification, supporting operational transparency and regulatory adherence in home health, home care, and hospice agencies.

Why Exporting Patient Records is Important

Exporting patient records and reports from Synergy EMR allows agencies to efficiently share critical data with external auditors, quality reviewers, or compliance officers. This process facilitates comprehensive audits, supports billing accuracy, and ensures adherence to healthcare regulations while maintaining patient confidentiality and data security.

Prerequisites

• Active Synergy EMR user account with appropriate permissions to access patient records and reports.
• Access to the Synergy EMR platform on a supported web browser or application.
• Familiarity with your agency’s privacy and data sharing policies to ensure compliance.

Step-by-Step Instructions for Exporting Data

Follow these steps carefully to export patient records or reports securely and accurately:

1. Log in to your Synergy EMR account using your credentials.
2. Navigate to the "Reporting" or "Patient Records" section within the platform, depending on the data you wish to export.
3. Use filtering options to refine your data selection by date range, patient demographics, report types, or other criteria to create a precise dataset.
4. Select the specific patient records or reports you want to export.
5. Choose the export format that suits your needs: commonly available formats include PDF for easy reading, CSV for spreadsheet analysis, or XML for system integration.
6. Initiate the export process. The system will generate the file and encrypt it to protect sensitive patient information during transfer.
7. Download the exported file to your secure device or network location.

Important Security Tips

• Always ensure that exported files are stored in encrypted drives or secure servers.
• Limit access to exported data to authorized personnel only.
• Avoid sharing exported files via unsecured email or public networks.

Need Assistance? Contact Healthcare Synergy Support

If you require detailed guidance on configuring export settings or encounter any issues during the export process, please reach out to Healthcare Synergy’s dedicated U.S.-based customer support team. Our support hours are weekdays from 6:00 AM to 10:00 PM PST, ensuring timely and professional assistance to address your needs.