(b)(10) Electronic Health Information Export

This document describes Healthie’s support for ONC §170.315(b)(10) Electronic Health Information export.

Per (b)(10) ONC Certification, Healthie supports two types of electronic health information exports:

  1. Single patient
  2. System/patient population

What is Electronic Health Information (EHI)?

Electronic Health Information (EHI) refers to “electronic protected health information” (ePHI) to the extent that it would be included in a designated record set as defined:

  • Designated record set means:
    • A group of records maintained by or for a covered entity that is:
      • The medical records and billing records about individuals maintained by or for a covered health care provider
      • The enrollment, payment, claims adjudication, and case or medical management record systems maintained by or for a health plan; or
      • Records used, in whole or in part, by or for the covered entity to make decisions about individuals.

For purposes of this paragraph, the term record means any item, collection, or grouping of information that includes protected health. EHI does not include psychotherapy notes as defined in 45 CFR 164.501 or information compiled in reasonable anticipation of, or for use in, a civil, criminal, or administrative action or proceeding.

The EHI definition represents the same ePHI that an individual would have the right to access under the HIPAA Privacy Rule.


Generating an Export


A user can initiate a single-patient export by navigating to a patient’s profile and viewing the Charting section. The report can be generated by an organization member with the “Can generate organization report” setting enabled or by a non-organization user.


System exports can only be initiated by an administrator. The patient population data export is handled by the Healthie Support team as it depends on size of data, time and efforts required to manage the server resources. Please email hello@gethealthie.com with the subject line “Patient Population b10 export request” to initiate the process.


Export Format


Overview:

The EHI Export process generates CSV files, PDF files, and a folder per patient that are presented as a compressed zip file.

For the patient population export, the zip file contains one directory for each patient. The directories are named <FirstName><LastName><uniqueidentifier> . The contents of each directory are the same as the individual patient export. Further detail on each file is below.

Within the zip file the following csv files, PDFs, folder, and HTML page are generated per patient:

  • Addresses.csv
  • Allergies.csv
  • CarePlans.csv
  • Charting.pdf
  • client_metrics.csv
  • Client_Overview.csv
  • Client_User_Groups.csv
  • cms1500s.csv
  • Diagnoses.csv
  • Documents folder
  • Family_and_Contacts.csv
  • Food_Intolerances.csv
  • Food_Preferences.csv
  • Food_Sensitivities.csv
  • FoodEntry.csv
  • format.html
  • Goals.csv
  • Insurance_authorizations.csv
  • Insurance.csv
  • journal_entries.pdf
  • Medications.csv
  • Messages.csv
  • MetricEntry.csv
  • MirrorEntry.csv
  • NoteEntry.csv
  • Other_Care_Team_Members.csv
  • Packages.csv
  • Payments.csv
  • Policies.csv
  • PoopEntry.csv
  • Provider.csv
  • Recommendations.csv
  • Referring_Physicians.csv
  • SleepEntry.csv
  • superbills.csv
  • SymptomEntry.csv
  • WaterIntakeEntry.csv
  • WorkoutEntry.csv

Notes:

  • Whereas any rows or cells are blank, there is no data for the patient.
  • All data in the CSV files will be exported as a string.

File format:


Addresses.csv format and data elements:

Columns
Address Line1
Address Line2
City
State
Zip
Country

Allergies.csv format and data elements:

Columns
Allergen Code
System Name
Category
Category Type
Onset Date
Reaction
Reaction Code
Reaction Code System Name
Reaction Type Code
Reaction Type Code System Name
Reaction Type Name

CarePlans.csv format and data elements:

Columns Data Notes
Description
Is Hidden true or false
Name

Charting.pdf format and data elements:

The pdf contains all charting notes for the patient. Format and data elements are specific to an organization’s and patient’s charting notes.


client_metrics.csv format and data elements:

Columns Data notes
Unique ID
Client
Current Status Active or Inactive
Client Group
Tags
Client’s Provider
Metric Category Metric categories (presented as rows in the csv file): Weight, Body Fat %, Waist Circumference, Height (in)
Dates

Year-Mo-Day

CSV includes a column header for each day the patient has been active. The rows are populated with Metric Category patient

For example:

Client_Overview.csv format and data elements:

Columns Data notes
First Name
Legal Name
Last Name
Email
Mobile Phone number
Additional phone number
Gender
Pronouns
DOB Year-Mo-Day
Current weight
Height
Client Since Year-Mo-Day 00:00:00 UTC
Quick Notes

Client_User_Groups.csv format and data elements:

Columns
Name
Users Count

cms1500s.csv format and data elements:

For each CMS for the patient, there is a row in the CSV

Columns Data notes
Date of Service Year-Mo-Day
Create Date Year/Mo/Day 00:00:00 CDT
Provider
Unique ID
Client
Current Status Active or Inactive
Client Date of Birth Year/Mo/Day
Client Group
Referring Physician
Units
Total Billed
Status
Amount Reimbursed
Date Reimbursed
Copay
Outstanding Balance
Primary Policy Name
Primary Policy Member ID Number
Primary Policy Group Number
Primary Insurance Type
Secondary Policy Name
Secondary Policy Member ID Number
Secondary Policy Group Number
Secondary Insurance Type
Service Facility
Procedure Codes

Diagnoses.csv format and data elements:

Columns Data notes
Code
Active true or false
Onset Date Year-Mo-Day
End Date Year-Mo-Day

Documents folder format and data elements:

The Documents folder will contain all documents saved in the patient’s Documents page in Healthie. The documents will be exported in the original format as saved in Healthie. The documents file structure will also correspond to the folder structure as created in the patient’s Documents page in Healthie.


Family_and_Contacts.csv format and data elements:

Columns
First Name
Last Name
Email
Phone Number
Relationship

Food_Intolerances.csv format and data elements:

Columns
Allergen Code
Allergen Code System Name
Category
Category Type
Onset Date
Reaction
Reaction Code
Reaction Code System Name
Reaction Type Code
Reaction Type Code System Name
Reaction Type Name

Food_Preferences.csv format and data elements:

Columns
Allergen Code
Allergen Code System Name
Category
Category Type
Onset Date
Reaction
Reaction Code
Reaction Code System Name
Reaction Type Code
Reaction Type Code System Name
Reaction Type Name

Food_Sensitivities.csv format and data elements:

Columns
Allergen Code
Allergen Code System Name
Category
Category Type
Onset Date
Reaction
Reaction Code
Reaction Code System Name
Reaction Type Code
Reaction Type Code System Name
Reaction Type Name

FoodEntry.csv format and data elements:

Columns Data notes
Category
Code
Code System Name
Description
Ed Posthunger
Ed Prehunger
Emotions
Entries in Average
Hide from Main Feed true or false
Is Meal Template true or false
Metric Stat
Other Symptom
Perceived Hungriness
Previous Water Intake Stat
Reflection
Subentries Count
Symptoms
Third Party Source
Unit
Value
Viewed true or false

format.html

Within this html page you can find this publicly accessible hyperlink that describes the export format


Goals.csv format and data elements:

For each Goal for the patient, there is a row in the CSV

Columns
Description
Due Date
Metric Target
Name
Repeat
Start On
Subgoals Count

Insurance_authorizations.csv format and data elements:

Columns
Unique ID
Client preferred name
Client legal name
Client middle name
Client last name
Current status
Client group
Client's provider
Client date of birth
Client gender
Client phone number
Date of first appointment
Date of last appointment
Billing Type
Policy
Insurance 1 Member ID
Insurance 1 Group ID
Referring Physician
Authorization Number
Number of Visits Authorized
Number of Visits Used
Effective Start Date
Effective End Date

Insurance.csv format and data elements

Columns
Cms1500 Top Name
Payer Name

journal_entries.pdf

The pdf contains all journal entries for the patient. Format and data elements are specific to an organization’s and patient’s entries.


Medications.csv format and data elements

Columns Data notes
Name
Code
Active true or false
Comment
Start Date Year-Mo-Day 00:00:00 UTC
End Date Year-Mo-Day 00:00:00 UTC
Directions
Dosage
Frequency
Route

Messages.csv format and data elements:

Columns Data notes
Conversation
Content
Created At Year-Mo-Day 00:00:00 UTC
Deleted At Year-Mo-Day 00:00:00 UTC
Deleted by User true or false
Duplicate Notification true or false
Is Autoresponse true or false
Viewed true or false

MetricEntry.csv format and data elements:

Columns Data notes
Category
Code
Code System Name
Description
Ed Posthunger
Ed Prehunger
Emotions
Entries in Average
Hide from Main Feed true or false
Is Meal Template true or false
Metric Stat
Other Symptom
Perceived Hungriness
Previous Water Intake Stat
Reflection
Subentries Count
Symptoms
Third Party Source
Unit
Value
Viewed true or false

MirroEntry.csv format and data elements:

Columns Data notes
Category
Code
Code System Name
Description
Ed Posthunger
Ed Prehunger
Emotions
Entries in Average
Hide from Main Feed true or false
Is Meal Template true or false
Metric Stat
Other Symptom
Perceived Hungriness
Previous Water Intake Stat
Reflection
Subentries Count
Symptoms
Third Party Source
Unit
Value
Viewed true or false

NoteEntry.csv format and data elements:

Columns Data notes
Category
Code
Code System Name
Description
Ed Posthunger
Ed Prehunger
Emotions
Entries in Average
Hide from Main Feed true or false
Is Meal Template true or false
Metric Stat
Other Symptom
Perceived Hungriness
Previous Water Intake Stat
Reflection
Subentries Count
Symptoms
Third Party Source
Unit
Value
Viewed true or false

Other_Care_Team_Members.csv format and data elements:

Columns
First Name
Legal Name
Last Name
Email
Mobile Phone Number
Additional phone number
Address Line1
Address Line2
City
State
Zip
Country

Packages.csv format and data elements:

Columns Data notes
Name
Archived true or false
Billing Frequency
Billing Items Count
Can be Gifted true or false
Currency
Deleted At
Description
First Time Payment
Max Purchases
Minimum Quantity
Offering Includes Count
Override Group On Purchase true or false
Price
Price Per Minute
Repeat Times
Require Booking Purchase true or false
User Pays true or false
Visibility Status Hidden or visible_to_all

Payments.csv format and data elements:

For each payment for the patient, there is a row in the CSV

Columns Data notes
Amount Paid
Coupon Code
Currency
Failure Reason
Is Canceled true or false
Note
Original Price
Payment Medium
Payment Number
Receipt Last Sent At
Recipient Full Name
Refund Amount
Refund Date
Stripe Charge ID
Taxes Paid

Policies.csv format and data elements:

Columns Data notes
Effective Start
Effective End
Group Num
Holder Address
Holder Dob Year-Mo-Day
Holder First
Holder Gender
Holder Last
Holder Mi Holder Middle Name
Holder Name
Holder Phone
Holder Relationship
Name
Notes
Num
Policy Phone Number
Same Address As Client true or false
Type String
Holder Location Address

PoopEntry.csv format and data elements:

Columns Data notes
Category
Code
Code System Name
Description
Ed Posthunger
Ed Prehunger
Emotions
Entries in Average
Hide from Main Feed true or false
Is Meal Template true or false
Metric Stat
Other Symptom
Perceived Hungriness
Previous Water Intake Stat
Reflection
Subentries Count
Symptoms
Third Party Source
Unit
Value
Viewed true or false

Provider.csv format and data elements:

Patient provider(s) information

Columns
First Name
Legal Name
Last Name
Email
Mobile Phone Number
Additional phone number
Address Line1
Address Line2
City
State
Zip
Country

Recommendations.csv format and data elements:

Columns
Recommendation Body
Recommendation Type

Referring_Physicians.csv format and data elements:

Patient Referring Physician(s) information

Columns
First Name
Last Name
Phone Number
Fax Number
Email
Business Name
Speciality
Address Line1
Address Line2
City
State
Zip

SleepEntry.csv format and data elements:

Columns Data notes
Category
Code
Code System Name
Description
Ed Posthunger
Ed Prehunger
Emotions
Entries in Average
Hide from Main Feed true or false
Is Meal Template true or false
Metric Stat
Other Symptom
Perceived Hungriness
Previous Water Intake Stat
Reflection
Subentries Count
Symptoms
Third Party Source
Unit
Value
Viewed true or false

superbills.csv format and data elements:

For each superbill created for the patient, there is a row in the CSV

Columns
Creation Date
Provider
Unique ID
Client
Current Status
Total Fee
Status
Amount Paid
Balance Due
Procedure Codes

SymptomEntry.csv format and data elements:

Columns Data notes
Category
Code
Code System Name
Description
Ed Posthunger
Ed Prehunger
Emotions
Entries in Average
Hide from Main Feed true or false
Is Meal Template true or false
Metric Stat
Other Symptom
Perceived Hungriness
Previous Water Intake Stat
Reflection
Subentries Count
Symptoms
Third Party Source
Unit
Value
Viewed true or false

WaterIntakeEntry.csv format and data elements:

Columns Data notes
Category
Code
Code System Name
Description
Ed Posthunger
Ed Prehunger
Emotions
Entries in Average
Hide from Main Feed true or false
Is Meal Template true or false
Metric Stat
Other Symptom
Perceived Hungriness
Previous Water Intake Stat
Reflection
Subentries Count
Symptoms
Third Party Source
Unit
Value
Viewed true or false

WorkoutEntry.csv format and data elements:

Columns Data notes
Category
Code
Code System Name
Description
Ed Posthunger
Ed Prehunger
Emotions
Entries in Average
Hide from Main Feed true or false
Is Meal Template true or false
Metric Stat
Other Symptom
Perceived Hungriness
Previous Water Intake Stat
Reflection
Subentries Count
Symptoms
Third Party Source
Unit
Value
Viewed true or false
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