Manually export patients’ results to the Electronic Patient Record

Manually export patients’ results to your Electronic Patient Record or on your own device.

Export results

1. From the main navigation menu, click on Patients.

2. Access the Patients directory, click on the patient and then click on the survey for which you need to export results.

3. From the survey results page, click on Export.

4. Anonymize results if needed.

5. Choose your export destination.

6. Click on Export.

Choose Export destination

Two options are available:

1. Your device: resultats will be downloaded on your device as a PDF file.

2. The Electronic Patient Record: results will be sent to the patient’s electronic record.

Manage missing information

When exporting results to the Electronic Patient Record, our platform will verify that all the required information are documented:

1. If some information is missing, a warning will be displayed before launching the export.

2. Our system will identify the missing information.

3. Go to the patient’s file in Lime and add the missing information before launching a new export.

4. If patients’ information is automatically transmitted to Lime and some of it is missing, you will not be able to add them to the patient’s file yourself. However, you can still export the results and the document will be sent to the patient’s record.

Exporting results to the Electronic Patient Record

When you select this option:

1. A message saying “Report loading” will be displayed.

2. Your report will automatically be exported once it is ready.

3. Do not close your browser window while the report is being prepared.

4. A confirmation message will be displayed once the report is exported.

Results Anonymization

Before exporting, you can choose between two anonymization options:

1. None: results will be exported exactly the way they were submitted.

2. All: information that would identify the patient will be anonymized.