Creating a New Request : EHI Export
The internal workflow requires a practice level permission request to be granted.
Practice Level Permission Request
When a user selects the option for a bulk EHI export, an internal workflow has to be completed by a DrChrono employee to trigger the request via Practice Group settings.
If you need permission to complete a Bulk/Practice Level export for a customer you will need to Completing the Access Request Form (EHI Export Practice Level Permission Request).
Once permission is granted, follow the steps below.
Steps
- From the CRM page select PG Settings.
- Scroll to the bottom of the page to Practice Group EHI Dashboard.
- Click New PG Export Request button.
The user will receive a notification will be sent to the Message Center (All Messages) with a link to the EHI dashboard once the export is complete.
