Maintenance User Guide
Exporting Clinical Data
  • How To Export Clinical Data
  • Viewing Exported HTML Data

    • How To Export Clinical Data

    1.      Locate and double-click the MedicalDirector Maintenance icon on your desktop. The MedicalDirector Maintenance window appears.

    2.      Select the Database Tasks > Common menu item.

     

    3.      Double-click

    (Optional) If this is the first time you have tried to access Import/Export during this session of working in MedicalDirector Maintenance, you will be prompted to select a Configuration, and enter your Username and Password.

     

    4.      The Import/Export Wizard appears.

     

    5.      Click to continue.

    6.      Select the Export option and click to continue.

     

    7.      The Data Type window is displayed. Select the Clinical option. The XML option is selected by default. Select the XML or HTML option as appropriate.

    Although you can export patient clinical data in HTML format, you cannot import it in HTML format i.e. the HTML format is provided only for viewing patient data externally to Clinical. As such, if your purpose for exporting patient clinical data is to give it to another practice  for importing it to their database (for example), you must select the XML format.

    8.      Click to continue. The Select Patients window is displayed.

     

    9.      Enter the name of the patient whose data you wish to export.

    You can search for patients by entering their first initial or partial name into the Search text box and then clicking the Search button. Place a tick against each patient you wish to export.

    Note that the list displayed will show only those patients whose surname begins with the first letter entered into the Search text box. Using the example shown prior to search for 'Jones', you would have to clear the Search text box, and enter the initial 'J' before clicking the Search button again.

     

    10.   (Optional) By clicking (as indicated above) you can view all of the patients you have selected regardless of their alphabetical ranking, as displayed by the following image.



    This is a convenient way for you to view all of the patients you are considering exporting, and make final changes if necessary. When you are satisfied with your selection, click to return to the Import/Export Wizard.

     

    11.   Click when you are ready to proceed.

    12.   The Export File window is displayed.

     

    13.   Click to browse for a directory to store the file.

    If you have selected a single file to export, the Browse window will expect you to name the exported file, with the default name offered reflecting the name of the single patient file you have selected (e.g. John_Smith.XML)

    If however you have selected multiple files, the browse window will expect you to select a folder to store all the exported files into. Within the folder you select, a second folder will be created when you perform the export. It is within this second folder that your exported files will be located. Again, each file is named to reflect the name of the associated patient.

     

    14.   When you are ready to perform the export, click The Exporting Data process begins. You will be notified upon completion.

     

    15.   Click to exit the export process.

    Viewing Exported HTML Data

    1.      Browse to the folder location you created when exporting the patient data.

    o      In our example, we've exported a single patient record (Jennifer Andrews).

    2.      Open the folder, and then locate and double-click the patient's HTML file.

     

     Their exported data will open in your default web browser.

    o      The upper section of the page shows the general demographics of the patient.

    o      The lower section shows additional information, filtered via a drop-down list. In the example below, we are viewing the patient's Additional Demographic information.