§ 170.315(b)(10) Electronic Health Information (EHI) Export

Self-service access to export patient data from PracticeSuite at practice or patient level, in accordance with the 21st Century Cures Act

The 21st Century Cures Act updates to 2015 Certified EHR Technology (CEHRT) require criterion § 170.315(b)(10) to be met by all certified Health IT. The requirement states that all certified Health IT must be able to export Electronic Health Information — including payment data, imaging, and any data stored in the module at time of export — for both a single patient (as requested by the patient) and the patient population (as requested by the provider).

PracticeSuite’s EHI Export provides practices with an electronic copy of all EHI maintained in the system at the time of the export request. All exports are provided in an electronic, computable format and must be processed within a reasonable timeframe.

The export includes patient-specific electronic health information maintained as part of the patient record and used for care coordination or billing. The sections below describe each available export type, its navigation path, and the formats provided.

C6. Patient Detail Report

Report Central › C: Patient › C6. Patient Detail Report

Exports comprehensive patient demographic information. Available to all users with Report Central access. Supports both single-patient and population-level filtering.

Fields included:

Patient NameDate of BirthAddressPhone NumbersGenderRace / EthnicityInsurancePrimary Care ProviderMR#
CSV
Excel (.xlsx)

View full report documentation

A1. Appointment Schedule Report

Report Central › A: Appointment › A1. Appointment Schedule Report or  B: Appointment › B6. Appointments – Charges Reconciliation Report

Exports appointment scheduling data for individual patients or a defined patient population within a selected date range.

Fields included:

Patient Last NamePatient First NameCell PhoneProvider NameLocation (Legal Entity)Appointment StatusAppointment TypeAppointment Date
CSV
Excel (.xlsx)

View full report documentation — A1 B6

PracticeSuite exports clinical data in the Consolidated Clinical Document Architecture (C-CDA) format, conforming to USCDI v3 data classes. This export is available for individual patients or a defined patient population.

K3. Patient Clinical Analysis Report

Report Central › K: Clinical › K3. Patient Clinical Analysis Report

Use this report to export C-CDA clinical summaries for a single patient or a filtered patient population. Search by patient name, MR#, or clinical parameters such as vitals, diagnoses, medications, lab values, and more.

Clinical data included in the C-CDA export:

Allergies & IntolerancesImmunizationsDiagnosesProblemsPrescriptionsLab Orders & ResultsVital SignsRadiologyClinical NotesEncounter SummariesCare PlansProcedures
C-CDA XML (.xml)
ZIP archive
Scanned documents (original format)

Single patient: Search by patient name or MR# and click Download C-CDA to receive a ZIP file containing the patient’s C-CDA XML file, or click Download Documents to receive a ZIP file of all scanned documents associated with that patient.

Patient population: Apply clinical filters (vitals, diagnoses, medications, lab results, radiology, face-sheet parameters, etc.) and click Search. The result set can be exported as a bulk C-CDA ZIP file — one XML file per patient — or as a bulk documents ZIP file containing a sub-folder per patient.

View full report documentation

Export file structure

C-CDA export (single patient or population):

Scanned documents export:

Scanned documents and images are exported in their original file formats (PDF, PNG, JPEG, HTML, etc.) and are included to ensure completeness of the EHI record. The computable C-CDA XML file is the primary structured export artifact.

The publicly accessible hyperlink of the export’s format is included in the README.txt that gets generated in the export summary.

Financial data is part of the EHI export requirement. PracticeSuite provides two dedicated reports covering charge and payment information.

I8. Summary Encounter Line Activities Report

Report Central › I: Charges & Payments › I8. Summary Encounter Line Activities

Exports encounter details with financial data. Provides a full record of charges billed against patient visits.

CSVExcel (.xlsx)

View full report documentation

I6. Posting Detail Report

Report Central › I: Charges & Payments › I6. Posting Detail Report

Exports payment posting detail including remittances, adjustments, and payment sources. Multiple export configurations are available with varying levels of financial detail.

CSVExcel (.xlsx)

View full report documentation

Report Central contains numerous additional reports supporting CSV and Excel export across areas including insurance aging, provider productivity, lab orders and results, immunization history, and patient visit summaries.

Browse all available reports in Report Central

Bulk Patient Export with Developer Assistance

PracticeSuite supports bulk export of electronic health information for a patient population using a structured data extraction specification. This export uses a defined file format described in the PracticeSuite Bulk Data Export Data Dictionary.

Developer assistance is required for this export type. Please contact PracticeSuite Client Support Services or your account representative to initiate a request.

Data extraction specification: academy.practicesuite.com/data-extraction-specification/

Contact PracticeSuite Support

Access to EHI export functionality is controlled through PracticeSuite’s existing user permissions framework, in compliance with §170.315(b)(10) which requires that the ability to create export files is limited to authorized users.

Report Central access is required. Users without the Report Central permission will not see the Report Central menu and cannot perform EHI exports. Permissions are managed by your practice administrator under Master Setup › Security › Select User › Select User Access.

This access control satisfies the §170.315(b)(10) requirement to limit export capability to either a specific set of identified users or as a system administrative function. Users may execute exports at any time of their choosing, without requiring subsequent developer assistance for the self-service reports described in sections 2–6.

PracticeSuite’s C-CDA export currently complies with USCDI v3. The following ONC-adopted standards govern the format of the clinical EHI export:

ONC criterion Standard
170.205(a)(4) HL7 Implementation Guide for CDA® Release 2: Consolidated CDA Templates for Clinical Notes (US Realm), Draft Standard for Trial Use Release
170.205(a)(6) HL7 CDA® R2 IG: C-CDA Templates for Clinical Notes R2.1 Companion Guide, Release 4.1 — US Realm
170.213(b) United States Core Data for Interoperability (USCDI), October 2022 Errata, Version 3

Full specification documents are available on the HL7 website and the ONC USCDI page.

Need help with an export?

Contact PracticeSuite support or your account representative for assistance with custom exports, permissions, or bulk data requests.

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