Manually export patients’ results to your Electronic Patient Record or on your own device.
Export results
- From the main navigation menu, click on Patients.
- Access the Patients directory, click on the patient and then click on the survey for which you need to export results.
- From the survey results page, click on Export.
- Anonymize results if needed.
- Choose your export destination.
- Click on Export.
Choose Export destination
Two options are available:
- Your device: resultats will be downloaded on your device as a PDF file.
- 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 is documented:
- If some information is missing, a warning will be displayed before the export begins.
- Our system will identify the missing fields.
- From Information about the sending section, click Edit information and complete the required fields before retrying the export.
Please note that contact information remains locked to ensure accurate patient identification and successful delivery of the questionnaire.
Exporting results to the Electronic Patient Record
When you select this option:
- A message saying “Report loading” will be displayed.
- Your report will automatically be exported once it is ready.
- Do not close your browser window while the report is being prepared.
- A confirmation message will be displayed once the report is exported.
If our system encounters an error while trying to export the results, an error message will be displayed. Please refresh the page and contact our support team if the problem persists.
Results Anonymization
Before exporting, you can choose between two anonymization options:
- None: results will be exported exactly the way they were submitted.
- All: information that would identify the patient will be anonymized.
We recommend not to anonymize data so that the answers can be linked to the patients. Anonymizing data is crucial when exporting results for research or statistics, or for PREM surveys.