Completing the Access Request Form (EHI Export Practice Level Permission Request)

EHI Export: Overview

Creating a New Request : EHI Export

The internal workflow requires a practice level permission request to be granted.

Practice Level Permission Request

If you need permission to complete a Bulk/Practice Level export for a customer, permission will need to be requested from the Access Management Portal

From the Access Management Portal

  • Indicate who you are making the request on behalf of.
  • Select the organization (ie: DrChrono).
  • Select the department.

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  • Under the System / Role columns select CRM Application: DrChrono (for system) and Data Migration- User (for role).

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  • Click submit request (bottom of page).
  • The internal user that submitted the request via PG settings will receive an email once approved.
Note: The practice level file can be downloaded from PG Settings (internally) or the customer can download via the EHI dashboard once available.